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 | $104,090 | $144,119-27.8% | $117,854-11.7% | $147,584-29.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.12% | 531.15%-526.0pp | 335.08%-330.0pp | 578.55%-573.4pp |
| Employer contribution / active EE | $3,448 | $4,896-29.6% | $3,786-8.9% | $4,876-29.3% |
| Participant deferral / active EE | $2,065 | $5,316-61.2% | $4,482-53.9% | $5,439-62.0% |
| Admin fee / account holder | $145 | $10,886-98.7% | $8,020-98.2% | $10,885-98.7% |