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 | $66,455 | $99,020-32.9% | $86,590-23.3% | $147,584-55.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.21% | 1312.34%-1305.1pp | 964.84%-957.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $7,952 | $3,132+153.9% | $2,839+180.1% | $4,876+63.1% |
| Participant deferral / active EE | $10,836 | $3,972+172.8% | $3,609+200.3% | $5,439+99.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |