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 | $88,194 | $90,348-2.4% | $75,972+16.1% | $145,922-39.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 7.81% | 620.88%-613.1pp | 359.55%-351.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,398 | $3,311-27.6% | $2,685-10.7% | $4,660-48.5% |
| Participant deferral / active EE | $10,947 | $5,162+112.1% | $4,255+157.2% | $6,688+63.7% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |