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 | $86,384 | $67,331+28.3% | $60,874+41.9% | $134,475-35.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -24.51% | 49.93%-74.4pp | 16.90%-41.4pp | 417.96%-442.5pp |
| Employer contribution / active EE | $37,975 | $3,096+1126.4% | $2,701+1305.7% | $4,740+701.2% |
| Participant deferral / active EE | $18,975 | $4,538+318.1% | $3,817+397.2% | $6,400+196.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |