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 | $81,211 | $88,751-8.5% | $81,812-0.7% | $145,922-44.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 2.78% | 1025.40%-1022.6pp | 773.79%-771.0pp | 561.29%-558.5pp |
| Employer contribution / active EE | $4,850 | $3,083+57.3% | $2,912+66.5% | $4,660+4.1% |
| Participant deferral / active EE | $8,991 | $4,643+93.6% | $4,319+108.2% | $6,688+34.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |