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 | $65,542 | $99,020-33.8% | $86,590-24.3% | $147,584-55.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.04% | 1312.34%-1309.3pp | 964.84%-961.8pp | 578.55%-575.5pp |
| Employer contribution / active EE | $7,653 | $3,132+144.3% | $2,839+169.5% | $4,876+56.9% |
| Participant deferral / active EE | $2,500 | $3,972-37.1% | $3,609-30.7% | $5,439-54.0% |
| Admin fee / account holder | $154 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |