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 9-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 | $163,701 | $106,890+53.1% | $84,015+94.8% | $152,861+7.1% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 4.89% | 104.99%-100.1pp | 71.31%-66.4pp | 345.32%-340.4pp |
| Employer contribution / active EE | $2,810 | $2,734+2.8% | $1,983+41.7% | $4,762-41.0% |
| Participant deferral / active EE | $5,748 | $4,011+43.3% | $3,239+77.5% | $5,850-1.7% |
| Admin fee / account holder | $36 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |