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 | $26,547 | $159,901-83.4% | $146,958-81.9% | $145,922-81.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 8.66% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,048 | $5,286-42.3% | $4,933-38.2% | $4,660-34.6% |
| Participant deferral / active EE | $6,207 | $8,428-26.3% | $8,070-23.1% | $6,688-7.2% |
| Admin fee / account holder | $285 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |