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 | $227,781 | $114,381+99.1% | $107,525+111.8% | $142,382+60.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.78% | 242.71%-236.9pp | 181.32%-175.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $14,316 | $4,015+256.6% | $3,754+281.4% | $4,299+233.0% |
| Participant deferral / active EE | $9,050 | $5,564+62.6% | $5,116+76.9% | $6,507+39.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |