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 | $115,113 | $100,852+14.1% | $90,404+27.3% | $158,922-27.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.75% | 1724.20%-1718.5pp | 1293.02%-1287.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $4,216 | $3,689+14.3% | $3,262+29.3% | $4,761-11.4% |
| Participant deferral / active EE | $2,850 | $4,348-34.4% | $3,963-28.1% | $5,982-52.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |