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 | $50,693 | $176,662-71.3% | $130,648-61.2% | $152,861-66.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 4.48% | 2692.24%-2687.8pp | 1708.96%-1704.5pp | 345.32%-340.8pp |
| Employer contribution / active EE | $2,207 | $5,742-61.6% | $4,092-46.1% | $4,762-53.7% |
| Participant deferral / active EE | $3,114 | $4,361-28.6% | $3,603-13.6% | $5,850-46.8% |
| Admin fee / account holder | $101 | $7,133-98.6% | $5,464-98.2% | $11,596-99.1% |