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 9-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 | $109,180 | $108,919+0.2% | $100,391+8.8% | $145,922-25.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.69% | 57.88%-48.2pp | 49.20%-39.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $8,327 | $4,419+88.4% | $3,942+111.3% | $4,660+78.7% |
| Participant deferral / active EE | $12,000 | $8,445+42.1% | $8,082+48.5% | $6,688+79.4% |
| Admin fee / account holder | $20 | $9,689-99.8% | $7,899-99.7% | $13,397-99.9% |