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 | $70,619 | $96,635-26.9% | $86,612-18.5% | $139,434-49.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.52% | 106.41%-95.9pp | 591.07%-580.5pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,376 | $3,263+3.5% | $3,022+11.7% | $4,751-28.9% |
| Participant deferral / active EE | $11,533 | $4,836+138.5% | $4,438+159.9% | $6,710+71.9% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |