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 | $98,967 | $105,998-6.6% | $92,233+7.3% | $147,584-32.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.99% | 50.05%-43.1pp | 176.28%-169.3pp | 578.55%-571.6pp |
| Employer contribution / active EE | $3,572 | $4,333-17.6% | $3,679-2.9% | $4,876-26.8% |
| Participant deferral / active EE | $5,990 | $4,478+33.8% | $3,897+53.7% | $5,439+10.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |