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 | $216,786 | $165,335+31.1% | $149,696+44.8% | $158,922+36.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.89% | 348.15%-344.3pp | 276.60%-272.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $30,497 | $5,103+497.6% | $4,644+556.7% | $4,761+540.5% |
| Participant deferral / active EE | $10,214 | $7,181+42.2% | $6,842+49.3% | $5,982+70.7% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |