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 | $156,073 | $159,934-2.4% | $147,005+6.2% | $145,959+6.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.76% | 98.24%-90.5pp | 418.76%-411.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,293 | $5,287-75.6% | $4,934-73.8% | $4,661-72.3% |
| Participant deferral / active EE | $8,800 | $8,427+4.4% | $8,070+9.0% | $6,689+31.6% |
| Admin fee / account holder | $75 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |