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 | $198,475 | $74,888+165.0% | $71,209+178.7% | $142,382+39.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.47% | 345.14%-332.7pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $9,650 | $2,854+238.1% | $2,721+254.7% | $4,299+124.5% |
| Participant deferral / active EE | $5,650 | $4,454+26.8% | $4,175+35.3% | $6,507-13.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |