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 | $174,830 | $183,963-5.0% | $162,163+7.8% | $152,861+14.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.54% | 150.76%-145.2pp | 115.59%-110.0pp | 345.32%-339.8pp |
| Employer contribution / active EE | $1,523 | $6,371-76.1% | $5,614-72.9% | $4,762-68.0% |
| Participant deferral / active EE | $6,134 | $8,034-23.7% | $7,298-16.0% | $5,850+4.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |