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 9-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 | $52,991 | $209,411-74.7% | $178,490-70.3% | $158,922-66.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.08% | 188.75%-187.7pp | 151.07%-150.0pp | 302.83%-301.7pp |
| Employer contribution / active EE | $4,045 | $5,706-29.1% | $5,011-19.3% | $4,761-15.0% |
| Participant deferral / active EE | $4,814 | $5,954-19.2% | $5,202-7.5% | $5,982-19.5% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |