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 8-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 | $97,348 | $148,534-34.5% | $135,903-28.4% | $139,434-30.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.43% | 79.19%-70.8pp | 68.23%-59.8pp | 372.94%-364.5pp |
| Employer contribution / active EE | $6,714 | $5,243+28.1% | $4,856+38.3% | $4,751+41.3% |
| Participant deferral / active EE | $16,420 | $8,100+102.7% | $7,758+111.7% | $6,710+144.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |