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 | $37,141 | $189,613-80.4% | $167,512-77.8% | $142,382-73.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.40% | 2024.68%-2016.3pp | 1615.79%-1607.4pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,199 | $4,349-72.4% | $3,882-69.1% | $4,299-72.1% |
| Participant deferral / active EE | $7,235 | $6,981+3.6% | $6,405+13.0% | $6,507+11.2% |
| Admin fee / account holder | $3 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |