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 | $31,964 | $63,346-49.5% | $92,233-65.3% | $70,131-54.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.97% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $804 | $2,471-67.5% | $3,679-78.2% | $2,342-65.7% |
| Participant deferral / active EE | $3,396 | $2,854+19.0% | $3,897-12.9% | $3,332+1.9% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |