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 | $51,813 | $106,890-51.5% | $84,015-38.3% | $152,861-66.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 5.13% | 104.99%-99.9pp | 71.31%-66.2pp | 345.32%-340.2pp |
| Employer contribution / active EE | $2,750 | $2,734+0.6% | $1,983+38.6% | $4,762-42.3% |
| Participant deferral / active EE | $4,400 | $4,011+9.7% | $3,239+35.9% | $5,850-24.8% |
| Admin fee / account holder | $110 | $8,285-98.7% | $6,101-98.2% | $11,596-99.0% |