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 | $54,117 | $96,305-43.8% | $80,569-32.8% | $139,434-61.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.70% | 1350.08%-1340.4pp | 935.43%-925.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,327 | $3,262+2.0% | $2,723+22.1% | $4,751-30.0% |
| Participant deferral / active EE | $11,250 | $5,232+115.0% | $4,447+153.0% | $6,710+67.7% |
| Admin fee / account holder | $108 | $6,599-98.4% | $5,377-98.0% | $11,403-99.1% |