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 9-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 | $54,530 | $99,877-45.4% | $84,966-35.8% | $145,922-62.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.79% | 83.76%-76.0pp | 66.38%-58.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $6,833 | $3,231+111.5% | $2,727+150.6% | $4,660+46.7% |
| Participant deferral / active EE | $4,070 | $5,291-23.1% | $4,519-9.9% | $6,688-39.1% |
| Admin fee / account holder | $40 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |