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 | $81,063 | $202,318-59.9% | $172,739-53.1% | $152,861-47.0% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 11.60% | 1029.65%-1018.0pp | 802.84%-791.2pp | 345.32%-333.7pp |
| Employer contribution / active EE | $2,926 | $5,856-50.0% | $5,143-43.1% | $4,762-38.6% |
| Participant deferral / active EE | $6,731 | $5,948+13.2% | $5,198+29.5% | $5,850+15.1% |
| Admin fee / account holder | $55 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |