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 | $180,095 | $74,888+140.5% | $71,209+152.9% | $142,382+26.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.30% | 345.14%-340.8pp | 282.51%-278.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $3,415 | $2,854+19.6% | $2,721+25.5% | $4,299-20.6% |
| Participant deferral / active EE | $31,594 | $4,454+609.3% | $4,175+656.7% | $6,507+385.5% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |