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 | $109,982-80.4% | $97,226-77.9% | $145,922-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.60% | 242.90%-236.3pp | 75.13%-68.5pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,710 | $3,084-44.6% | $2,729-37.3% | $4,660-63.3% |
| Participant deferral / active EE | $3,377 | $4,676-27.8% | $4,264-20.8% | $6,688-49.5% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |