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 3-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 | $36,986 | $65,561-43.6% | $86,188-57.1% | $75,163-50.8% |
| Participation rate | 96.9% | 60.5%+36.4pp | 69.0%+27.9pp | 67.2%+29.7pp |
| Annual return | 11.12% | 46.05%-34.9pp | 1168.45%-1157.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,426 | $1,553+56.2% | $2,380+1.9% | $2,670-9.1% |
| Participant deferral / active EE | $3,603 | $3,024+19.2% | $3,985-9.6% | $4,125-12.7% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |