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 | $82,159 | $74,888+9.7% | $71,209+15.4% | $142,382-42.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.85% | 345.14%-337.3pp | 282.51%-274.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $25,655 | $2,854+798.8% | $2,721+842.9% | $4,299+496.7% |
| Participant deferral / active EE | $17,450 | $4,454+291.7% | $4,175+317.9% | $6,507+168.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |