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 | $68,585 | $185,822-63.1% | $169,993-59.7% | $139,434-50.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.04% | 60.50%-52.5pp | 53.37%-45.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $11,939 | $7,590+57.3% | $6,785+75.9% | $4,751+151.3% |
| Participant deferral / active EE | $7,682 | $11,622-33.9% | $10,408-26.2% | $6,710+14.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |