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 | $45,440 | $180,449-74.8% | $154,107-70.5% | $135,375-66.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.12% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.9pp |
| Employer contribution / active EE | $7,977 | $6,035+32.2% | $5,298+50.6% | $4,779+66.9% |
| Participant deferral / active EE | $5,829 | $5,806+0.4% | $5,081+14.7% | $5,609+3.9% |
| Admin fee / account holder | $113 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |