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 | $67,358 | $96,635-30.3% | $86,612-22.2% | $139,434-51.7% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 1.18% | 106.41%-105.2pp | 591.07%-589.9pp | 372.94%-371.8pp |
| Employer contribution / active EE | $1,209 | $3,263-62.9% | $3,022-60.0% | $4,751-74.5% |
| Participant deferral / active EE | $4,346 | $4,836-10.1% | $4,438-2.1% | $6,710-35.2% |
| Admin fee / account holder | $9 | $6,408-99.9% | $5,614-99.8% | $11,403-99.9% |