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 | $57,509 | $202,318-71.6% | $172,739-66.7% | $152,861-62.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 6.82% | 1029.65%-1022.8pp | 802.84%-796.0pp | 345.32%-338.5pp |
| Employer contribution / active EE | $3,233 | $5,856-44.8% | $5,143-37.1% | $4,762-32.1% |
| Participant deferral / active EE | $2,233 | $5,948-62.5% | $5,198-57.0% | $5,850-61.8% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |