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 | $144,563 | $198,466-27.2% | $170,442-15.2% | $147,584-2.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.26% | 257.29%-257.0pp | 205.93%-205.7pp | 578.55%-578.3pp |
| Employer contribution / active EE | $1,563 | $6,184-74.7% | $5,433-71.2% | $4,876-67.9% |
| Participant deferral / active EE | $6,411 | $5,629+13.9% | $4,939+29.8% | $5,439+17.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |