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 4-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 | $48,990 | $148,534-67.0% | $135,903-64.0% | $139,434-64.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.13% | 79.19%-74.1pp | 68.23%-63.1pp | 372.94%-367.8pp |
| Employer contribution / active EE | $10,430 | $5,243+98.9% | $4,856+114.8% | $4,751+119.6% |
| Participant deferral / active EE | $8,976 | $8,100+10.8% | $7,758+15.7% | $6,710+33.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |