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 | $81,432 | $100,773-19.2% | $88,946-8.4% | $142,382-42.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.54% | 70.18%-61.6pp | 57.82%-49.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $7,231 | $2,918+147.8% | $2,555+183.0% | $4,299+68.2% |
| Participant deferral / active EE | $13,985 | $5,230+167.4% | $4,581+205.2% | $6,507+114.9% |
| Admin fee / account holder | $263 | $9,693-97.3% | $8,261-96.8% | $12,624-97.9% |