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 | $69,156 | $150,440-54.0% | $136,294-49.3% | $147,584-53.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.55% | 1049.08%-1048.5pp | 5155.94%-5155.4pp | 578.55%-578.0pp |
| Employer contribution / active EE | $4,324 | $5,256-17.7% | $4,695-7.9% | $4,876-11.3% |
| Participant deferral / active EE | $16,833 | $6,630+153.9% | $6,247+169.5% | $5,439+209.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |