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 | $32,570 | $210,648-84.5% | $177,989-81.7% | $145,922-77.7% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 6.26% | 385.86%-379.6pp | 294.48%-288.2pp | 561.29%-555.0pp |
| Employer contribution / active EE | $2,808 | $4,565-38.5% | $3,949-28.9% | $4,660-39.7% |
| Participant deferral / active EE | $3,511 | $6,958-49.5% | $6,276-44.1% | $6,688-47.5% |
| Admin fee / account holder | $159 | $12,013-98.7% | $10,363-98.5% | $13,397-98.8% |