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 9-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 | $109,355 | $202,318-45.9% | $172,739-36.7% | $152,861-28.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.51% | 1029.65%-1023.1pp | 802.84%-796.3pp | 345.32%-338.8pp |
| Employer contribution / active EE | $4,974 | $5,856-15.1% | $5,143-3.3% | $4,762+4.4% |
| Participant deferral / active EE | $6,632 | $5,948+11.5% | $5,198+27.6% | $5,850+13.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |