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 | $195,517 | $107,934+81.1% | $91,989+112.5% | $152,861+27.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 6.97% | 89.24%-82.3pp | 69.02%-62.0pp | 345.32%-338.3pp |
| Employer contribution / active EE | $6,809 | $4,210+61.7% | $3,452+97.3% | $4,762+43.0% |
| Participant deferral / active EE | $8,800 | $6,364+38.3% | $5,923+48.6% | $5,850+50.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |