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 | $222,603 | $171,865+29.5% | $149,718+48.7% | $147,584+50.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -2.05% | 2113.22%-2115.3pp | 1501.63%-1503.7pp | 578.55%-580.6pp |
| Employer contribution / active EE | $3,942 | $6,275-37.2% | $5,445-27.6% | $4,876-19.2% |
| Participant deferral / active EE | $9,098 | $7,271+25.1% | $6,569+38.5% | $5,439+67.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |