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 | $24,533 | $99,020-75.2% | $86,590-71.7% | $147,584-83.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.59% | 1312.34%-1305.7pp | 964.84%-958.2pp | 578.55%-572.0pp |
| Employer contribution / active EE | $15,222 | $3,132+386.0% | $2,839+436.1% | $4,876+212.2% |
| Participant deferral / active EE | $4,588 | $3,972+15.5% | $3,609+27.1% | $5,439-15.6% |
| Admin fee / account holder | $290 | $5,710-94.9% | $4,906-94.1% | $10,885-97.3% |