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 | $43,014 | $99,652-56.8% | $78,778-45.4% | $147,584-70.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.91% | 47.28%-42.4pp | 35.62%-30.7pp | 578.55%-573.6pp |
| Employer contribution / active EE | $5,277 | $2,796+88.7% | $1,986+165.7% | $4,876+8.2% |
| Participant deferral / active EE | $7,387 | $3,664+101.6% | $2,958+149.7% | $5,439+35.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |