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 | $60,264 | $124,185-51.5% | $108,410-44.4% | $167,490-64.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.36% | 1379.64%-1375.3pp | 905.27%-900.9pp | 478.56%-474.2pp |
| Employer contribution / active EE | $2,442 | $4,187-41.7% | $3,558-31.4% | $4,837-49.5% |
| Participant deferral / active EE | $9,181 | $6,908+32.9% | $6,563+39.9% | $6,341+44.8% |
| Admin fee / account holder | $277 | $9,455-97.1% | $7,295-96.2% | $12,309-97.8% |