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 | $124,953 | $183,592-31.9% | $155,567-19.7% | $145,959-14.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.29% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,703 | $5,315-68.0% | $4,674-63.6% | $4,661-63.5% |
| Participant deferral / active EE | $6,616 | $6,464+2.3% | $5,628+17.6% | $6,689-1.1% |
| Admin fee / account holder | $12 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |