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 | $166,145 | $74,888+121.9% | $71,209+133.3% | $142,382+16.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.19% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,550 | $2,854+94.4% | $2,721+104.0% | $4,299+29.1% |
| Participant deferral / active EE | $24,133 | $4,454+441.8% | $4,175+478.0% | $6,507+270.9% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |