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 9-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 | $93,019 | $150,440-38.2% | $136,294-31.8% | $147,584-37.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.60% | 1049.08%-1043.5pp | 5155.94%-5150.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $14,259 | $5,256+171.3% | $4,695+203.7% | $4,876+192.4% |
| Participant deferral / active EE | $11,045 | $6,630+66.6% | $6,247+76.8% | $5,439+103.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |