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 | $21,223 | $72,071-70.6% | $68,368-69.0% | $137,256-84.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.53% | 353.14%-344.6pp | 292.57%-284.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,660 | $2,788-40.5% | $2,649-37.3% | $4,156-60.1% |
| Participant deferral / active EE | $6,439 | $4,410+46.0% | $4,123+56.2% | $6,407+0.5% |
| Admin fee / account holder | $230 | $5,336-95.7% | $5,150-95.5% | $12,270-98.1% |