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 | $55,003 | $156,846-64.9% | $121,098-54.6% | $139,434-60.6% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 7.43% | 1474.56%-1467.1pp | 985.75%-978.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,229 | $5,536-59.7% | $4,164-46.5% | $4,751-53.1% |
| Participant deferral / active EE | $719 | $4,844-85.2% | $4,080-82.4% | $6,710-89.3% |
| Admin fee / account holder | $10 | $6,946-99.9% | $5,644-99.8% | $11,403-99.9% |