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 9-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 | $124,004 | $107,334+15.5% | $92,893+33.5% | $152,861-18.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.87% | 145.58%-143.7pp | 109.41%-107.5pp | 345.32%-343.5pp |
| Employer contribution / active EE | $30,252 | $4,221+616.7% | $3,653+728.2% | $4,762+535.2% |
| Participant deferral / active EE | $22,400 | $4,845+362.4% | $4,236+428.8% | $5,850+282.9% |
| Admin fee / account holder | $100 | $7,079-98.6% | $5,794-98.3% | $11,596-99.1% |