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 | $42,268 | $201,272-79.0% | $184,203-77.1% | $145,922-71.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.33% | 29.00%-22.7pp | 28.81%-22.5pp | 561.29%-555.0pp |
| Employer contribution / active EE | $3,122 | $7,022-55.5% | $6,427-51.4% | $4,660-33.0% |
| Participant deferral / active EE | $3,445 | $9,806-64.9% | $9,131-62.3% | $6,688-48.5% |
| Admin fee / account holder | $173 | $16,364-98.9% | $13,901-98.8% | $13,397-98.7% |