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 | $62,971 | $58,208+8.2% | $81,812-23.0% | $80,856-22.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.15% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $4,640 | $2,340+98.3% | $2,912+59.3% | $2,755+68.4% |
| Participant deferral / active EE | $3,243 | $3,281-1.1% | $4,319-24.9% | $4,296-24.5% |
| Admin fee / account holder | $121 | $4,981-97.6% | $7,386-98.4% | $6,918-98.3% |