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 | $21,502 | $109,904-80.4% | $97,167-77.9% | $145,959-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.60% | 243.43%-236.8pp | 75.27%-68.7pp | 561.95%-555.3pp |
| Employer contribution / active EE | $1,710 | $3,084-44.6% | $2,729-37.4% | $4,661-63.3% |
| Participant deferral / active EE | $3,377 | $4,676-27.8% | $4,264-20.8% | $6,689-49.5% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |