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 | $84,266 | $150,440-44.0% | $136,294-38.2% | $147,584-42.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.04% | 1049.08%-1041.0pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,128 | $5,256-59.5% | $4,695-54.7% | $4,876-56.4% |
| Participant deferral / active EE | $2,877 | $6,630-56.6% | $6,247-53.9% | $5,439-47.1% |
| Admin fee / account holder | $45 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |