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 | $101,049 | $99,877+1.2% | $84,966+18.9% | $145,922-30.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.07% | 83.76%-80.7pp | 66.38%-63.3pp | 561.29%-558.2pp |
| Employer contribution / active EE | $6,825 | $3,231+111.2% | $2,727+150.3% | $4,660+46.5% |
| Participant deferral / active EE | $23,750 | $5,291+348.9% | $4,519+425.5% | $6,688+255.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |