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 7-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 | $51,642 | $159,901-67.7% | $146,958-64.9% | $145,922-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.56% | 98.13%-90.6pp | 418.34%-410.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,530 | $5,286-52.1% | $4,933-48.7% | $4,660-45.7% |
| Participant deferral / active EE | $3,187 | $8,428-62.2% | $8,070-60.5% | $6,688-52.3% |
| Admin fee / account holder | $59 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |