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 | $103,987 | $210,698-50.6% | $178,014-41.6% | $145,959-28.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.29% | 386.27%-381.0pp | 294.80%-289.5pp | 561.95%-556.7pp |
| Employer contribution / active EE | $3,178 | $4,567-30.4% | $3,950-19.5% | $4,661-31.8% |
| Participant deferral / active EE | $17,538 | $6,958+152.0% | $6,276+179.4% | $6,689+162.2% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |