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 | $65,753 | $150,187-56.2% | $120,354-45.4% | $145,922-54.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.90% | 154.07%-146.2pp | 107.15%-99.2pp | 561.29%-553.4pp |
| Employer contribution / active EE | $5,519 | $4,348+26.9% | $3,463+59.4% | $4,660+18.4% |
| Participant deferral / active EE | $5,189 | $6,173-15.9% | $4,991+4.0% | $6,688-22.4% |
| Admin fee / account holder | $268 | $12,207-97.8% | $9,423-97.2% | $13,397-98.0% |