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 9-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 | $242,666 | $74,888+224.0% | $71,209+240.8% | $142,382+70.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.57% | 345.14%-332.6pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,716 | $2,854+30.2% | $2,721+36.6% | $4,299-13.6% |
| Participant deferral / active EE | $16,825 | $4,454+277.7% | $4,175+303.0% | $6,507+158.6% |
| Admin fee / account holder | $34 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |