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 9-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 | $54,683 | $108,919-49.8% | $100,391-45.5% | $145,922-62.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.94% | 57.88%-50.9pp | 49.20%-42.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,066 | $4,419-53.2% | $3,942-47.6% | $4,660-55.7% |
| Participant deferral / active EE | $11,765 | $8,445+39.3% | $8,082+45.6% | $6,688+75.9% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |