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 | $119,348 | $159,901-25.4% | $146,958-18.8% | $145,922-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.51% | 98.13%-90.6pp | 418.34%-410.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $32,600 | $5,286+516.7% | $4,933+560.9% | $4,660+599.6% |
| Participant deferral / active EE | $11,136 | $8,428+32.1% | $8,070+38.0% | $6,688+66.5% |
| Admin fee / account holder | $12 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |