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 8-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 | $108,899 | $91,190+19.4% | $178,490-39.0% | $79,858+36.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.77% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $8,274 | $3,256+154.1% | $5,011+65.1% | $2,471+234.9% |
| Participant deferral / active EE | $2,009 | $3,236-37.9% | $5,202-61.4% | $3,740-46.3% |
| Admin fee / account holder | $228 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |