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 | $91,900 | $60,124+52.9% | $90,404+1.7% | $79,858+15.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.88% | 71.94%-64.1pp | 1293.02%-1285.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,814 | $2,068+36.1% | $3,262-13.7% | $2,471+13.9% |
| Participant deferral / active EE | $4,722 | $2,938+60.7% | $3,963+19.1% | $3,740+26.2% |
| Admin fee / account holder | $41 | $3,976-99.0% | $5,611-99.3% | $5,306-99.2% |