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 | $156,763 | $159,901-2.0% | $146,958+6.7% | $145,922+7.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 8.39% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,840 | $5,286-65.2% | $4,933-62.7% | $4,660-60.5% |
| Participant deferral / active EE | $4,845 | $8,428-42.5% | $8,070-40.0% | $6,688-27.6% |
| Admin fee / account holder | $9 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |