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 8-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 | $28,237 | $148,534-81.0% | $135,903-79.2% | $139,434-79.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.62% | 79.19%-76.6pp | 68.23%-65.6pp | 372.94%-370.3pp |
| Employer contribution / active EE | $2,205 | $5,243-58.0% | $4,856-54.6% | $4,751-53.6% |
| Participant deferral / active EE | $7,592 | $8,100-6.3% | $7,758-2.1% | $6,710+13.1% |
| Admin fee / account holder | $181 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |