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 | $91,348 | $96,635-5.5% | $86,612+5.5% | $139,434-34.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 3.06% | 106.41%-103.4pp | 591.07%-588.0pp | 372.94%-369.9pp |
| Employer contribution / active EE | $2,239 | $3,263-31.4% | $3,022-25.9% | $4,751-52.9% |
| Participant deferral / active EE | $7,632 | $4,836+57.8% | $4,438+72.0% | $6,710+13.7% |
| Admin fee / account holder | $23 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |