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 | $103,405 | $109,817-5.8% | $98,442+5.0% | $167,490-38.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.44% | 1956.69%-1952.3pp | 1492.73%-1488.3pp | 478.56%-474.1pp |
| Employer contribution / active EE | $4,952 | $3,224+53.6% | $2,960+67.3% | $4,837+2.4% |
| Participant deferral / active EE | $8,146 | $4,673+74.3% | $4,276+90.5% | $6,341+28.5% |
| Admin fee / account holder | $218 | $6,753-96.8% | $5,949-96.3% | $12,309-98.2% |