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 | $67,671 | $67,823-0.2% | $52,425+29.1% | $137,256-50.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 2.86% | 219.11%-216.2pp | 302.12%-299.3pp | 220.34%-217.5pp |
| Employer contribution / active EE | $1,080 | $1,163-7.2% | $914+18.1% | $4,156-74.0% |
| Participant deferral / active EE | $10,333 | $2,288+351.6% | $1,790+477.1% | $6,407+61.3% |
| Admin fee / account holder | $60 | $2,844-97.9% | $2,495-97.6% | $12,270-99.5% |