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 | $178,173 | $150,440+18.4% | $136,294+30.7% | $147,584+20.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.33% | 1049.08%-1039.8pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,920 | $5,256-63.5% | $4,695-59.1% | $4,876-60.6% |
| Participant deferral / active EE | $7,680 | $6,630+15.8% | $6,247+22.9% | $5,439+41.2% |
| Admin fee / account holder | $57 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |