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 | $205,073 | $74,888+173.8% | $71,209+188.0% | $142,382+44.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.62% | 345.14%-338.5pp | 282.51%-275.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $11,642 | $2,854+307.9% | $2,721+327.9% | $4,299+170.8% |
| Participant deferral / active EE | $11,288 | $4,454+153.4% | $4,175+170.3% | $6,507+73.5% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |