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 | $190,360 | $159,901+19.0% | $146,958+29.5% | $145,922+30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $9,841 | $5,286+86.2% | $4,933+99.5% | $4,660+111.2% |
| Participant deferral / active EE | $8,356 | $8,428-0.9% | $8,070+3.5% | $6,688+24.9% |
| Admin fee / account holder | $294 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |