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 | $158,813 | $72,071+120.4% | $68,368+132.3% | $137,256+15.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 10.48% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $4,924 | $2,788+76.6% | $2,649+85.9% | $4,156+18.5% |
| Participant deferral / active EE | $11,334 | $4,410+157.0% | $4,123+174.9% | $6,407+76.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |