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 | $182,147 | $210,648-13.5% | $177,989+2.3% | $145,922+24.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.24% | 385.86%-379.6pp | 294.48%-288.2pp | 561.29%-555.1pp |
| Employer contribution / active EE | $14,895 | $4,565+226.3% | $3,949+277.2% | $4,660+219.7% |
| Participant deferral / active EE | $4,600 | $6,958-33.9% | $6,276-26.7% | $6,688-31.2% |
| Admin fee / account holder | $25 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |