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 | $119,761 | $150,440-20.4% | $136,294-12.1% | $147,584-18.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.62% | 1049.08%-1040.5pp | 5155.94%-5147.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $7,171 | $5,256+36.4% | $4,695+52.7% | $4,876+47.1% |
| Participant deferral / active EE | $10,356 | $6,630+56.2% | $6,247+65.8% | $5,439+90.4% |
| Admin fee / account holder | $160 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |