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 | $69,647 | $155,788-55.3% | $124,672-44.1% | $167,490-58.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 7.85% | 17.97%-10.1pp | 5142.93%-5135.1pp | 478.56%-470.7pp |
| Employer contribution / active EE | $3,906 | $4,163-6.2% | $3,324+17.5% | $4,837-19.3% |
| Participant deferral / active EE | $7,200 | $5,673+26.9% | $4,614+56.0% | $6,341+13.5% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |