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 | $147,734 | $88,710+66.5% | $81,783+80.6% | $145,959+1.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.32% | 1027.26%-1017.9pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,609 | $3,083-15.4% | $2,913-10.4% | $4,661-44.0% |
| Participant deferral / active EE | $11,628 | $4,645+150.4% | $4,320+169.2% | $6,689+73.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |