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 5-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 | $25,071 | $109,817-77.2% | $98,442-74.5% | $167,490-85.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.45% | 1956.69%-1949.2pp | 1492.73%-1485.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $1,329 | $3,224-58.8% | $2,960-55.1% | $4,837-72.5% |
| Participant deferral / active EE | $4,856 | $4,673+3.9% | $4,276+13.6% | $6,341-23.4% |
| Admin fee / account holder | $205 | $6,753-97.0% | $5,949-96.6% | $12,309-98.3% |