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 | $207,627 | $202,318+2.6% | $172,739+20.2% | $152,861+35.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.87% | 1029.65%-1018.8pp | 802.84%-792.0pp | 345.32%-334.5pp |
| Employer contribution / active EE | $11,672 | $5,856+99.3% | $5,143+126.9% | $4,762+145.1% |
| Participant deferral / active EE | $6,018 | $5,948+1.2% | $5,198+15.8% | $5,850+2.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |