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 8-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 | $168,233 | $209,832-19.8% | $189,513-11.2% | $167,490+0.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.59% | 748.27%-739.7pp | 555.15%-546.6pp | 478.56%-470.0pp |
| Employer contribution / active EE | $8,700 | $6,914+25.8% | $6,162+41.2% | $4,837+79.8% |
| Participant deferral / active EE | $9,925 | $8,935+11.1% | $8,221+20.7% | $6,341+56.5% |
| Admin fee / account holder | $44 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |