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 5-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 | $38,163 | $176,056-78.3% | $159,436-76.1% | $167,490-77.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.55% | 331.75%-325.2pp | 263.57%-257.0pp | 478.56%-472.0pp |
| Employer contribution / active EE | $17,324 | $5,297+227.1% | $4,829+258.7% | $4,837+258.1% |
| Participant deferral / active EE | $11,555 | $7,750+49.1% | $7,352+57.2% | $6,341+82.2% |
| Admin fee / account holder | $177 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |