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 | $103,908 | $110,502-6.0% | $80,716+28.7% | $167,490-38.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 2.07% | 120.54%-118.5pp | 87.28%-85.2pp | 478.56%-476.5pp |
| Employer contribution / active EE | $10,412 | $1,543+575.0% | $1,160+797.6% | $4,837+115.2% |
| Participant deferral / active EE | $6,500 | $2,871+126.4% | $2,146+202.9% | $6,341+2.5% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |