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 | $95,244 | $109,982-13.4% | $97,226-2.0% | $145,922-34.7% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 4.91% | 242.90%-238.0pp | 75.13%-70.2pp | 561.29%-556.4pp |
| Employer contribution / active EE | $4,418 | $3,084+43.3% | $2,729+61.9% | $4,660-5.2% |
| Participant deferral / active EE | $14,019 | $4,676+199.8% | $4,264+228.8% | $6,688+109.6% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |