See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,476 | $165,335-47.1% | $149,696-41.6% | $158,922-45.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.75% | 348.15%-347.4pp | 276.60%-275.9pp | 302.83%-302.1pp |
| Employer contribution / active EE | $21,223 | $5,103+315.9% | $4,644+357.0% | $4,761+345.7% |
| Participant deferral / active EE | $16,111 | $7,181+124.4% | $6,842+135.5% | $5,982+169.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |