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 | $139,525 | $74,888+86.3% | $71,209+95.9% | $142,382-2.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.13% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $5,176 | $2,854+81.3% | $2,721+90.2% | $4,299+20.4% |
| Participant deferral / active EE | $12,833 | $4,454+188.1% | $4,175+207.4% | $6,507+97.2% |
| Admin fee / account holder | $199 | $5,568-96.4% | $5,349-96.3% | $12,624-98.4% |