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 | $234,033 | $88,751+163.7% | $81,812+186.1% | $145,922+60.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.09% | 1025.40%-1018.3pp | 773.79%-766.7pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,861 | $3,083-39.6% | $2,912-36.1% | $4,660-60.1% |
| Participant deferral / active EE | $3,139 | $4,643-32.4% | $4,319-27.3% | $6,688-53.1% |
| Admin fee / account holder | $28 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |