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 4-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 | $54,663 | $183,592-70.2% | $155,567-64.9% | $145,959-62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.46% | 61.24%-52.8pp | 64.74%-56.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $3,500 | $5,315-34.1% | $4,674-25.1% | $4,661-24.9% |
| Participant deferral / active EE | $4,340 | $6,464-32.9% | $5,628-22.9% | $6,689-35.1% |
| Admin fee / account holder | $222 | $19,318-98.9% | $15,916-98.6% | $13,398-98.3% |