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 7-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 | $34,381 | $162,781-78.9% | $133,956-74.3% | $158,922-78.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.69% | 41.94%-37.2pp | 45.09%-40.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $7,041 | $4,975+41.5% | $3,919+79.7% | $4,761+47.9% |
| Participant deferral / active EE | $1,900 | $5,911-67.9% | $5,048-62.4% | $5,982-68.2% |
| Admin fee / account holder | $43 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |