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 | $65,537 | $202,318-67.6% | $172,739-62.1% | $152,861-57.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.89% | 1029.65%-1024.8pp | 802.84%-798.0pp | 345.32%-340.4pp |
| Employer contribution / active EE | $1,413 | $5,856-75.9% | $5,143-72.5% | $4,762-70.3% |
| Participant deferral / active EE | $3,471 | $5,948-41.7% | $5,198-33.2% | $5,850-40.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |