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 | $88,380 | $65,561+34.8% | $86,188+2.5% | $75,163+17.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 4.55% | 46.05%-41.5pp | 1168.45%-1163.9pp | 160.62%-156.1pp |
| Employer contribution / active EE | $2,428 | $1,553+56.3% | $2,380+2.0% | $2,670-9.1% |
| Participant deferral / active EE | $7,261 | $3,024+140.1% | $3,985+82.2% | $4,125+76.0% |
| Admin fee / account holder | $140 | $5,474-97.4% | $6,852-98.0% | $5,651-97.5% |