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 | $101,048 | $102,966-1.9% | $90,281+11.9% | $152,861-33.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 4.41% | 95.16%-90.7pp | 78.10%-73.7pp | 345.32%-340.9pp |
| Employer contribution / active EE | $4,141 | $3,139+31.9% | $2,854+45.1% | $4,762-13.0% |
| Participant deferral / active EE | $8,341 | $4,281+94.8% | $3,885+114.7% | $5,850+42.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |