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 | $47,598 | $171,865-72.3% | $149,718-68.2% | $147,584-67.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.56% | 2113.22%-2105.7pp | 1501.63%-1494.1pp | 578.55%-571.0pp |
| Employer contribution / active EE | $11,573 | $6,275+84.4% | $5,445+112.5% | $4,876+137.3% |
| Participant deferral / active EE | $6,846 | $7,271-5.8% | $6,569+4.2% | $5,439+25.9% |
| Admin fee / account holder | $17 | $13,799-99.9% | $11,283-99.9% | $10,885-99.8% |