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 | $107,469 | $110,257-2.5% | $96,544+11.3% | $139,434-22.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.33% | 26.32%-17.0pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $13,161 | $3,620+263.6% | $2,965+343.9% | $4,751+177.0% |
| Participant deferral / active EE | $8,258 | $5,548+48.8% | $4,851+70.2% | $6,710+23.1% |
| Admin fee / account holder | $30 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |