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 | $171,921 | $159,602+7.7% | $150,045+14.6% | $142,382+20.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.00% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,868 | $4,961-1.9% | $4,693+3.7% | $4,299+13.2% |
| Participant deferral / active EE | $21,872 | $8,310+163.2% | $7,997+173.5% | $6,507+236.1% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |