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 7-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 | $73,227 | $108,919-32.8% | $100,391-27.1% | $145,922-49.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.97% | 57.88%-48.9pp | 49.20%-40.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $11,166 | $4,419+152.7% | $3,942+183.3% | $4,660+139.6% |
| Participant deferral / active EE | $6,100 | $8,445-27.8% | $8,082-24.5% | $6,688-8.8% |
| Admin fee / account holder | $264 | $9,689-97.3% | $7,899-96.7% | $13,397-98.0% |