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 | $159,901-2.4% | $146,958+6.2% | $145,922+7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.76% | 98.13%-90.4pp | 418.34%-410.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,293 | $5,286-75.5% | $4,933-73.8% | $4,660-72.3% |
| Participant deferral / active EE | $8,800 | $8,428+4.4% | $8,070+9.0% | $6,688+31.6% |
| Admin fee / account holder | $75 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |