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 | $38,955 | $150,440-74.1% | $136,294-71.4% | $147,584-73.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.20% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $12,746 | $5,256+142.5% | $4,695+171.5% | $4,876+161.4% |
| Participant deferral / active EE | $6,514 | $6,630-1.8% | $6,247+4.3% | $5,439+19.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |