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 5-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 | $73,439 | $99,877-26.5% | $84,966-13.6% | $145,922-49.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.66% | 83.76%-77.1pp | 66.38%-59.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,433 | $3,231+6.2% | $2,727+25.9% | $4,660-26.3% |
| Participant deferral / active EE | $18,062 | $5,291+241.4% | $4,519+299.7% | $6,688+170.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |