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 | $52,114 | $88,751-41.3% | $81,812-36.3% | $145,922-64.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 2.38% | 1025.40%-1023.0pp | 773.79%-771.4pp | 561.29%-558.9pp |
| Employer contribution / active EE | $910 | $3,083-70.5% | $2,912-68.8% | $4,660-80.5% |
| Participant deferral / active EE | $4,420 | $4,643-4.8% | $4,319+2.3% | $6,688-33.9% |
| Admin fee / account holder | $289 | $8,415-96.6% | $7,386-96.1% | $13,397-97.8% |