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 | $76,136 | $198,466-61.6% | $170,442-55.3% | $147,584-48.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.03% | 257.29%-252.3pp | 205.93%-200.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $18,991 | $6,184+207.1% | $5,433+249.6% | $4,876+289.4% |
| Participant deferral / active EE | $19,500 | $5,629+246.4% | $4,939+294.8% | $5,439+258.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |