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 8-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 | $36,405 | $157,256-76.9% | $141,162-74.2% | $152,861-76.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.69% | 64.32%-54.6pp | 71.39%-61.7pp | 345.32%-335.6pp |
| Employer contribution / active EE | $16,134 | $5,261+206.7% | $4,735+240.7% | $4,762+238.8% |
| Participant deferral / active EE | $8,944 | $7,109+25.8% | $6,709+33.3% | $5,850+52.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |