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 | $183,519-70.2% | $155,509-64.8% | $145,922-62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.46% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,500 | $5,313-34.1% | $4,672-25.1% | $4,660-24.9% |
| Participant deferral / active EE | $4,340 | $6,462-32.8% | $5,626-22.9% | $6,688-35.1% |
| Admin fee / account holder | $222 | $19,313-98.9% | $15,912-98.6% | $13,397-98.3% |