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 | $58,196 | $150,440-61.3% | $136,294-57.3% | $147,584-60.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.63% | 1049.08%-1047.4pp | 5155.94%-5154.3pp | 578.55%-576.9pp |
| Employer contribution / active EE | $3,139 | $5,256-40.3% | $4,695-33.1% | $4,876-35.6% |
| Participant deferral / active EE | $7,840 | $6,630+18.2% | $6,247+25.5% | $5,439+44.2% |
| Admin fee / account holder | $227 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |