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 | $234,280 | $109,817+113.3% | $98,442+138.0% | $167,490+39.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.80% | 1956.69%-1951.9pp | 1492.73%-1487.9pp | 478.56%-473.8pp |
| Employer contribution / active EE | $1,057 | $3,224-67.2% | $2,960-64.3% | $4,837-78.2% |
| Participant deferral / active EE | $2,167 | $4,673-53.6% | $4,276-49.3% | $6,341-65.8% |
| Admin fee / account holder | $5 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |