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 | $247,732 | $74,888+230.8% | $71,209+247.9% | $142,382+74.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.32% | 345.14%-335.8pp | 282.51%-273.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $4,476 | $2,854+56.8% | $2,721+64.5% | $4,299+4.1% |
| Participant deferral / active EE | $6,822 | $4,454+53.1% | $4,175+63.4% | $6,507+4.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |