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 | $39,165 | $175,202-77.6% | $149,673-73.8% | $139,434-71.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.62% | 166.71%-160.1pp | 134.42%-127.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $6,929 | $5,474+26.6% | $4,818+43.8% | $4,751+45.8% |
| Participant deferral / active EE | $5,500 | $6,519-15.6% | $5,680-3.2% | $6,710-18.0% |
| Admin fee / account holder | $146 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |