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 | $161,634 | $175,202-7.7% | $149,673+8.0% | $139,434+15.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.79% | 166.71%-158.9pp | 134.42%-126.6pp | 372.94%-365.2pp |
| Employer contribution / active EE | $30,661 | $5,474+460.1% | $4,818+536.4% | $4,751+545.4% |
| Participant deferral / active EE | $19,775 | $6,519+203.4% | $5,680+248.2% | $6,710+194.7% |
| Admin fee / account holder | $13 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |