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 | $62,214 | $78,705-21.0% | $117,854-47.2% | $70,131-11.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.70% | 23.30%-11.6pp | 335.08%-323.4pp | 73.14%-61.4pp |
| Employer contribution / active EE | $14,317 | $2,223+543.9% | $3,786+278.2% | $2,342+511.2% |
| Participant deferral / active EE | $1,567 | $3,297-52.5% | $4,482-65.0% | $3,332-53.0% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |