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 | $49,146 | $158,398-69.0% | $126,539-61.2% | $142,382-65.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.02% | 593.76%-587.7pp | 425.95%-419.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $3,331 | $4,650-28.4% | $3,674-9.3% | $4,299-22.5% |
| Participant deferral / active EE | $2,037 | $4,767-57.3% | $4,083-50.1% | $6,507-68.7% |
| Admin fee / account holder | $170 | $6,918-97.5% | $6,065-97.2% | $12,624-98.7% |