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 | $214,586 | $99,020+116.7% | $86,590+147.8% | $147,584+45.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.63% | 1312.34%-1306.7pp | 964.84%-959.2pp | 578.55%-572.9pp |
| Employer contribution / active EE | $17,708 | $3,132+465.4% | $2,839+523.7% | $4,876+263.1% |
| Participant deferral / active EE | $10,804 | $3,972+172.0% | $3,609+199.4% | $5,439+98.6% |
| Admin fee / account holder | $29 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |