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 7-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 | $53,279 | $210,648-74.7% | $177,989-70.1% | $145,922-63.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.14% | 385.86%-378.7pp | 294.48%-287.3pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,235 | $4,565-72.9% | $3,949-68.7% | $4,660-73.5% |
| Participant deferral / active EE | $3,088 | $6,958-55.6% | $6,276-50.8% | $6,688-53.8% |
| Admin fee / account holder | $225 | $12,013-98.1% | $10,363-97.8% | $13,397-98.3% |