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 | $140,986 | $90,348+56.0% | $75,972+85.6% | $145,922-3.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.35% | 620.88%-617.5pp | 359.55%-356.2pp | 561.29%-557.9pp |
| Employer contribution / active EE | $2,105 | $3,311-36.4% | $2,685-21.6% | $4,660-54.8% |
| Participant deferral / active EE | $12,000 | $5,162+132.5% | $4,255+182.0% | $6,688+79.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |