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 5-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 | $227,957 | $124,185+83.6% | $108,410+110.3% | $167,490+36.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.60% | 1379.64%-1371.0pp | 905.27%-896.7pp | 478.56%-470.0pp |
| Employer contribution / active EE | $19,833 | $4,187+373.7% | $3,558+457.4% | $4,837+310.0% |
| Participant deferral / active EE | $21,667 | $6,908+213.6% | $6,563+230.1% | $6,341+241.7% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |