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 | $134,220 | $183,519-26.9% | $155,509-13.7% | $145,922-8.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.52% | 61.17%-60.6pp | 64.67%-64.1pp | 561.29%-560.8pp |
| Employer contribution / active EE | $7,314 | $5,313+37.7% | $4,672+56.5% | $4,660+57.0% |
| Participant deferral / active EE | $8,082 | $6,462+25.1% | $5,626+43.6% | $6,688+20.8% |
| Admin fee / account holder | $9 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |