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 | $88,405 | $102,604-13.8% | $86,188+2.6% | $139,434-36.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 2.86% | 1922.51%-1919.6pp | 1168.45%-1165.6pp | 372.94%-370.1pp |
| Employer contribution / active EE | $3,874 | $3,032+27.7% | $2,380+62.8% | $4,751-18.5% |
| Participant deferral / active EE | $10,555 | $4,676+125.7% | $3,985+164.9% | $6,710+57.3% |
| Admin fee / account holder | $16 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |