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 | $26,962 | $104,907-74.3% | $84,611-68.1% | $152,861-82.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.10% | 373.79%-364.7pp | 258.74%-249.6pp | 345.32%-336.2pp |
| Employer contribution / active EE | $9,853 | $3,302+198.4% | $2,652+271.5% | $4,762+106.9% |
| Participant deferral / active EE | $3,493 | $4,688-25.5% | $3,899-10.4% | $5,850-40.3% |
| Admin fee / account holder | $45 | $6,241-99.3% | $4,912-99.1% | $11,596-99.6% |