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 | $128,489 | $133,922-4.1% | $116,228+10.5% | $142,382-9.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 4.84% | 147.76%-142.9pp | 90.06%-85.2pp | 217.08%-212.2pp |
| Employer contribution / active EE | $18,588 | $3,446+439.5% | $2,994+520.7% | $4,299+332.4% |
| Participant deferral / active EE | $4,175 | $5,672-26.4% | $4,953-15.7% | $6,507-35.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |