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 | $74,888-71.7% | $71,209-70.2% | $142,382-85.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.53% | 345.14%-336.6pp | 282.51%-274.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,660 | $2,854-41.8% | $2,721-39.0% | $4,299-61.4% |
| Participant deferral / active EE | $6,439 | $4,454+44.5% | $4,175+54.2% | $6,507-1.1% |
| Admin fee / account holder | $230 | $5,568-95.9% | $5,349-95.7% | $12,624-98.2% |