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 | $227,965 | $202,318+12.7% | $172,739+32.0% | $152,861+49.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.16% | 1029.65%-1019.5pp | 802.84%-792.7pp | 345.32%-335.2pp |
| Employer contribution / active EE | $8,392 | $5,856+43.3% | $5,143+63.2% | $4,762+76.2% |
| Participant deferral / active EE | $8,529 | $5,948+43.4% | $5,198+64.1% | $5,850+45.8% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |