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 | $91,446 | $209,411-56.3% | $178,490-48.8% | $158,922-42.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.20% | 188.75%-188.6pp | 151.07%-150.9pp | 302.83%-302.6pp |
| Employer contribution / active EE | $9,561 | $5,706+67.5% | $5,011+90.8% | $4,761+100.8% |
| Participant deferral / active EE | $13,241 | $5,954+122.4% | $5,202+154.6% | $5,982+121.3% |
| Admin fee / account holder | $61 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |