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 7-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 | $224,135 | $156,846+42.9% | $121,098+85.1% | $139,434+60.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.61% | 1474.56%-1469.9pp | 985.75%-981.1pp | 372.94%-368.3pp |
| Employer contribution / active EE | $21,320 | $5,536+285.1% | $4,164+412.0% | $4,751+348.8% |
| Participant deferral / active EE | $30,000 | $4,844+519.3% | $4,080+635.4% | $6,710+347.1% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |