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 | $50,600 | $202,432-75.0% | $169,368-70.1% | $139,434-63.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.48% | 531.74%-524.3pp | 405.60%-398.1pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,577 | $4,692-66.4% | $4,013-60.7% | $4,751-66.8% |
| Participant deferral / active EE | $5,187 | $6,938-25.2% | $6,221-16.6% | $6,710-22.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |