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 | $62,891 | $209,411-70.0% | $178,490-64.8% | $158,922-60.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.20% | 188.75%-188.6pp | 151.07%-150.9pp | 302.83%-302.6pp |
| Employer contribution / active EE | $2,284 | $5,706-60.0% | $5,011-54.4% | $4,761-52.0% |
| Participant deferral / active EE | $6,855 | $5,954+15.1% | $5,202+31.8% | $5,982+14.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |