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 | $104,681 | $214,378-51.2% | $200,582-47.8% | $142,382-26.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.01% | 46.41%-38.4pp | 42.33%-34.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $11,261 | $6,841+64.6% | $6,419+75.4% | $4,299+161.9% |
| Participant deferral / active EE | $3,488 | $9,865-64.6% | $9,331-62.6% | $6,507-46.4% |
| Admin fee / account holder | $9 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |