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 | $174,843 | $150,440+16.2% | $136,294+28.3% | $147,584+18.5% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 9.48% | 1049.08%-1039.6pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $3,420 | $5,256-34.9% | $4,695-27.2% | $4,876-29.9% |
| Participant deferral / active EE | $6,586 | $6,630-0.7% | $6,247+5.4% | $5,439+21.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |