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 | $62,839 | $168,632-62.7% | $147,614-57.4% | $125,391-49.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.61% | 77.65%-83.3pp | 61.98%-67.6pp | 282.22%-287.8pp |
| Employer contribution / active EE | $7,985 | $6,252+27.7% | $5,564+43.5% | $4,866+64.1% |
| Participant deferral / active EE | $7,893 | $5,507+43.3% | $4,895+61.2% | $5,352+47.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |