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 | $185,247 | $112,096+65.3% | $95,952+93.1% | $158,922+16.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.27% | 171.09%-165.8pp | 91.61%-86.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $5,545 | $3,198+73.4% | $2,541+118.2% | $4,761+16.5% |
| Participant deferral / active EE | $9,209 | $4,784+92.5% | $4,167+121.0% | $5,982+53.9% |
| Admin fee / account holder | $2 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |