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 | $180,869 | $73,515+146.0% | $62,995+187.1% | $147,584+22.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 6.49% | 175.43%-168.9pp | 87.57%-81.1pp | 578.55%-572.1pp |
| Employer contribution / active EE | $5,704 | $3,320+71.8% | $2,759+106.7% | $4,876+17.0% |
| Participant deferral / active EE | $8,383 | $4,185+100.3% | $3,329+151.8% | $5,439+54.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |