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 4-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 | $59,778 | $109,982-45.6% | $97,226-38.5% | $145,922-59.0% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 4.45% | 242.90%-238.5pp | 75.13%-70.7pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,306 | $3,084-57.6% | $2,729-52.1% | $4,660-72.0% |
| Participant deferral / active EE | $7,667 | $4,676+64.0% | $4,264+79.8% | $6,688+14.6% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |