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 8-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 | $53,722 | $109,817-51.1% | $98,442-45.4% | $167,490-67.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.40% | 1956.69%-1949.3pp | 1492.73%-1485.3pp | 478.56%-471.2pp |
| Employer contribution / active EE | $625 | $3,224-80.6% | $2,960-78.9% | $4,837-87.1% |
| Participant deferral / active EE | $10,560 | $4,673+126.0% | $4,276+146.9% | $6,341+66.5% |
| Admin fee / account holder | $191 | $6,753-97.2% | $5,949-96.8% | $12,309-98.5% |