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 8-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 | $88,975 | $189,613-53.1% | $167,512-46.9% | $142,382-37.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.96% | 2024.68%-2017.7pp | 1615.79%-1608.8pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,157 | $4,349-50.4% | $3,882-44.4% | $4,299-49.8% |
| Participant deferral / active EE | $5,875 | $6,981-15.8% | $6,405-8.3% | $6,507-9.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |