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 | $114,196 | $78,422+45.6% | $95,952+19.0% | $79,858+43.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.46% | 19.37%-13.9pp | 91.61%-86.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $13,189 | $1,945+578.1% | $2,541+419.0% | $2,471+433.8% |
| Participant deferral / active EE | $7,018 | $3,440+104.0% | $4,167+68.4% | $3,740+87.6% |
| Admin fee / account holder | $106 | $5,622-98.1% | $6,795-98.4% | $5,306-98.0% |