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 3-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 | $92,944 | $165,984-44.0% | $164,813-43.6% | $145,922-36.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.43% | 100.03%-98.6pp | 69.93%-68.5pp | 561.29%-559.9pp |
| Employer contribution / active EE | $5,981 | $5,273+13.4% | $4,341+37.8% | $4,660+28.4% |
| Participant deferral / active EE | $26,000 | $6,959+273.6% | $6,031+331.1% | $6,688+288.8% |
| Admin fee / account holder | $5 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |