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 | $107,759 | $99,652+8.1% | $78,778+36.8% | $147,584-27.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 1.99% | 47.28%-45.3pp | 35.62%-33.6pp | 578.55%-576.6pp |
| Employer contribution / active EE | $2,167 | $2,796-22.5% | $1,986+9.1% | $4,876-55.6% |
| Participant deferral / active EE | $8,000 | $3,664+118.4% | $2,958+170.4% | $5,439+47.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |