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 3-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 | $31,846 | $74,888-57.5% | $71,209-55.3% | $142,382-77.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 12.55% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,819 | $2,854-1.3% | $2,721+3.6% | $4,299-34.4% |
| Participant deferral / active EE | $8,497 | $4,454+90.8% | $4,175+103.5% | $6,507+30.6% |
| Admin fee / account holder | $157 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |