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 | $98,744 | $209,411-52.8% | $178,490-44.7% | $158,922-37.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.69% | 188.75%-183.1pp | 151.07%-145.4pp | 302.83%-297.1pp |
| Employer contribution / active EE | $2,632 | $5,706-53.9% | $5,011-47.5% | $4,761-44.7% |
| Participant deferral / active EE | $3,239 | $5,954-45.6% | $5,202-37.7% | $5,982-45.9% |
| Admin fee / account holder | $53 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |