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 10-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 | $124,089 | $183,963-32.5% | $162,163-23.5% | $152,861-18.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.33% | 150.76%-143.4pp | 115.59%-108.3pp | 345.32%-338.0pp |
| Employer contribution / active EE | $14,667 | $6,371+130.2% | $5,614+161.3% | $4,762+208.0% |
| Participant deferral / active EE | $9,177 | $8,034+14.2% | $7,298+25.7% | $5,850+56.9% |
| Admin fee / account holder | $9 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |