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 | $32,325 | $150,440-78.5% | $136,294-76.3% | $147,584-78.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 4.24% | 1049.08%-1044.8pp | 5155.94%-5151.7pp | 578.55%-574.3pp |
| Employer contribution / active EE | $1,272 | $5,256-75.8% | $4,695-72.9% | $4,876-73.9% |
| Participant deferral / active EE | $5,292 | $6,630-20.2% | $6,247-15.3% | $5,439-2.7% |
| Admin fee / account holder | $17 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |