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 | $28,240 | $210,648-86.6% | $177,989-84.1% | $145,922-80.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.72% | 385.86%-381.1pp | 294.48%-289.8pp | 561.29%-556.6pp |
| Employer contribution / active EE | $4,558 | $4,565-0.1% | $3,949+15.4% | $4,660-2.2% |
| Participant deferral / active EE | $2,814 | $6,958-59.6% | $6,276-55.2% | $6,688-57.9% |
| Admin fee / account holder | $119 | $12,013-99.0% | $10,363-98.9% | $13,397-99.1% |