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 | $70,890 | $99,020-28.4% | $86,590-18.1% | $147,584-52.0% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 6.84% | 1312.34%-1305.5pp | 964.84%-958.0pp | 578.55%-571.7pp |
| Employer contribution / active EE | $2,660 | $3,132-15.1% | $2,839-6.3% | $4,876-45.5% |
| Participant deferral / active EE | $6,644 | $3,972+67.3% | $3,609+84.1% | $5,439+22.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |