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 3-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 | $241,833 | $72,400+234.0% | $67,502+258.3% | $145,922+65.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.90% | 7182.46%-7179.6pp | 3512.12%-3509.2pp | 561.29%-558.4pp |
| Employer contribution / active EE | $15,000 | $3,069+388.7% | $2,731+449.3% | $4,660+221.9% |
| Participant deferral / active EE | $23,000 | $4,783+380.9% | $4,000+475.0% | $6,688+243.9% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |