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 | $23,562 | $88,751-73.5% | $81,812-71.2% | $145,922-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.80% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $785 | $3,083-74.5% | $2,912-73.0% | $4,660-83.2% |
| Participant deferral / active EE | $7,885 | $4,643+69.8% | $4,319+82.6% | $6,688+17.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |