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 | $43,762 | $91,538-52.2% | $129,995-66.3% | $75,163-41.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.54% | -631.11%+643.7pp | -137.18%+149.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,029 | $2,845+6.4% | $4,320-29.9% | $2,670+13.4% |
| Participant deferral / active EE | $2,801 | $4,341-35.5% | $5,820-51.9% | $4,125-32.1% |
| Admin fee / account holder | $263 | $6,790-96.1% | $10,614-97.5% | $5,651-95.3% |