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 | $92,380 | $96,305-4.1% | $80,569+14.7% | $139,434-33.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.60% | 1350.08%-1341.5pp | 935.43%-926.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,933 | $3,262-40.7% | $2,723-29.0% | $4,751-59.3% |
| Participant deferral / active EE | $4,076 | $5,232-22.1% | $4,447-8.4% | $6,710-39.3% |
| Admin fee / account holder | $91 | $6,599-98.6% | $5,377-98.3% | $11,403-99.2% |