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 8-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 | $53,414 | $152,587-65.0% | $125,175-57.3% | $152,861-65.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.89% | 54.84%-49.0pp | 43.79%-37.9pp | 345.32%-339.4pp |
| Employer contribution / active EE | $17,943 | $4,946+262.8% | $3,865+364.2% | $4,762+276.8% |
| Participant deferral / active EE | $19,047 | $5,868+224.6% | $4,937+285.8% | $5,850+225.6% |
| Admin fee / account holder | $185 | $13,434-98.6% | $9,702-98.1% | $11,596-98.4% |