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 9-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 | $105,230 | $202,432-48.0% | $169,368-37.9% | $139,434-24.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.82% | 531.74%-523.9pp | 405.60%-397.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,834 | $4,692-60.9% | $4,013-54.3% | $4,751-61.4% |
| Participant deferral / active EE | $9,375 | $6,938+35.1% | $6,221+50.7% | $6,710+39.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |