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 10-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 | $119,704 | $217,402-44.9% | $185,823-35.6% | $167,490-28.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.51% | 148.36%-144.8pp | 122.05%-118.5pp | 478.56%-475.0pp |
| Employer contribution / active EE | $2,827 | $5,873-51.9% | $5,167-45.3% | $4,837-41.6% |
| Participant deferral / active EE | $10,667 | $6,356+67.8% | $5,568+91.6% | $6,341+68.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |