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 | $158,733 | $100,852+57.4% | $90,404+75.6% | $158,922-0.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.20% | 1724.20%-1723.0pp | 1293.02%-1291.8pp | 302.83%-301.6pp |
| Employer contribution / active EE | $12,809 | $3,689+247.3% | $3,262+292.7% | $4,761+169.0% |
| Participant deferral / active EE | $8,311 | $4,348+91.2% | $3,963+109.7% | $5,982+38.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |