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 | $172,851 | $105,859+63.3% | $90,160+91.7% | $147,584+17.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 3.01% | 37.63%-34.6pp | 34.88%-31.9pp | 578.55%-575.5pp |
| Employer contribution / active EE | $18,000 | $4,126+336.2% | $3,318+442.5% | $4,876+269.1% |
| Participant deferral / active EE | $24,000 | $5,733+318.6% | $5,288+353.9% | $5,439+341.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |