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 | $105,915 | $150,440-29.6% | $136,294-22.3% | $147,584-28.2% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 7.76% | 1049.08%-1041.3pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $4,236 | $5,256-19.4% | $4,695-9.8% | $4,876-13.1% |
| Participant deferral / active EE | $7,114 | $6,630+7.3% | $6,247+13.9% | $5,439+30.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |