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 | $31,194 | $105,998-70.6% | $92,233-66.2% | $147,584-78.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.59% | 50.05%-43.5pp | 176.28%-169.7pp | 578.55%-572.0pp |
| Employer contribution / active EE | $1,812 | $4,333-58.2% | $3,679-50.7% | $4,876-62.8% |
| Participant deferral / active EE | $1,812 | $4,478-59.5% | $3,897-53.5% | $5,439-66.7% |
| Admin fee / account holder | $16 | $6,332-99.7% | $5,194-99.7% | $10,885-99.9% |