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 | $208,121 | $107,934+92.8% | $91,989+126.2% | $152,861+36.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 11.21% | 89.24%-78.0pp | 69.02%-57.8pp | 345.32%-334.1pp |
| Employer contribution / active EE | $14,951 | $4,210+255.1% | $3,452+333.1% | $4,762+213.9% |
| Participant deferral / active EE | $17,859 | $6,364+180.6% | $5,923+201.5% | $5,850+205.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |