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 | $53,440 | $158,398-66.3% | $126,539-57.8% | $142,382-62.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.81% | 593.76%-586.9pp | 425.95%-419.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,900 | $4,650-37.6% | $3,674-21.1% | $4,299-32.5% |
| Participant deferral / active EE | $6,000 | $4,767+25.9% | $4,083+47.0% | $6,507-7.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |