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 | $142,875 | $45,035+217.3% | $62,995+126.8% | $70,131+103.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.08% | 18.76%-8.7pp | 87.57%-77.5pp | 73.14%-63.1pp |
| Employer contribution / active EE | $10,577 | $2,051+415.6% | $2,759+283.4% | $2,342+351.5% |
| Participant deferral / active EE | $6,593 | $2,465+167.5% | $3,329+98.0% | $3,332+97.9% |
| Admin fee / account holder | $45 | $2,834-98.4% | $3,600-98.7% | $4,645-99.0% |