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 10-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 | $39,059 | $156,846-75.1% | $121,098-67.7% | $139,434-72.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.38% | 1474.56%-1474.2pp | 985.75%-985.4pp | 372.94%-372.6pp |
| Employer contribution / active EE | $1,620 | $5,536-70.7% | $4,164-61.1% | $4,751-65.9% |
| Participant deferral / active EE | $5,511 | $4,844+13.8% | $4,080+35.1% | $6,710-17.9% |
| Admin fee / account holder | $76 | $6,946-98.9% | $5,644-98.7% | $11,403-99.3% |