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 | $42,286 | $107,334-60.6% | $92,893-54.5% | $152,861-72.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.41% | 145.58%-141.2pp | 109.41%-105.0pp | 345.32%-340.9pp |
| Employer contribution / active EE | $2,334 | $4,221-44.7% | $3,653-36.1% | $4,762-51.0% |
| Participant deferral / active EE | $5,152 | $4,845+6.3% | $4,236+21.6% | $5,850-11.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |