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 6-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 | $45,378 | $88,751-48.9% | $81,812-44.5% | $145,922-68.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 9.14% | 1025.40%-1016.3pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $498 | $3,083-83.8% | $2,912-82.9% | $4,660-89.3% |
| Participant deferral / active EE | $19,901 | $4,643+328.6% | $4,319+360.8% | $6,688+197.6% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |