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 5-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 | $55,835 | $74,888-25.4% | $71,209-21.6% | $142,382-60.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.35% | 345.14%-336.8pp | 282.51%-274.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $3,287 | $2,854+15.2% | $2,721+20.8% | $4,299-23.5% |
| Participant deferral / active EE | $11,880 | $4,454+166.7% | $4,175+184.5% | $6,507+82.6% |
| Admin fee / account holder | $57 | $5,568-99.0% | $5,349-98.9% | $12,624-99.6% |