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 | $150,431 | $202,318-25.6% | $172,739-12.9% | $152,861-1.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.38% | 1029.65%-1020.3pp | 802.84%-793.5pp | 345.32%-335.9pp |
| Employer contribution / active EE | $2,697 | $5,856-53.9% | $5,143-47.6% | $4,762-43.4% |
| Participant deferral / active EE | $9,573 | $5,948+60.9% | $5,198+84.2% | $5,850+63.6% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |