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 | $84,073 | $150,440-44.1% | $136,294-38.3% | $147,584-43.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.51% | 1049.08%-1045.6pp | 5155.94%-5152.4pp | 578.55%-575.0pp |
| Employer contribution / active EE | $3,787 | $5,256-28.0% | $4,695-19.4% | $4,876-22.3% |
| Participant deferral / active EE | $5,987 | $6,630-9.7% | $6,247-4.2% | $5,439+10.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |