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 | $130,189 | $99,652+30.6% | $78,778+65.3% | $147,584-11.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.51% | 47.28%-44.8pp | 35.62%-33.1pp | 578.55%-576.0pp |
| Employer contribution / active EE | $1,830 | $2,796-34.6% | $1,986-7.9% | $4,876-62.5% |
| Participant deferral / active EE | $4,838 | $3,664+32.0% | $2,958+63.5% | $5,439-11.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |