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 | $112,021 | $100,852+11.1% | $90,404+23.9% | $158,922-29.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.24% | 1724.20%-1721.0pp | 1293.02%-1289.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $3,479 | $3,689-5.7% | $3,262+6.7% | $4,761-26.9% |
| Participant deferral / active EE | $5,098 | $4,348+17.3% | $3,963+28.6% | $5,982-14.8% |
| Admin fee / account holder | $55 | $6,501-99.2% | $5,611-99.0% | $11,246-99.5% |