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 | $123,833 | $88,751+39.5% | $81,812+51.4% | $145,922-15.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.81% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,601 | $3,083-15.6% | $2,912-10.7% | $4,660-44.2% |
| Participant deferral / active EE | $3,979 | $4,643-14.3% | $4,319-7.9% | $6,688-40.5% |
| Admin fee / account holder | $4 | $8,415-100.0% | $7,386-99.9% | $13,397-100.0% |