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 | $37,639 | $109,327-65.6% | $89,391-57.9% | $158,922-76.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 2.35% | 345.68%-343.3pp | 245.62%-243.3pp | 302.83%-300.5pp |
| Employer contribution / active EE | $7,885 | $3,170+148.8% | $2,586+205.0% | $4,761+65.6% |
| Participant deferral / active EE | $6,485 | $4,598+41.0% | $3,890+66.7% | $5,982+8.4% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |