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 | $154,228+11.5% | $145,433+18.2% | $137,256+25.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.00% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $4,868 | $4,804+1.3% | $4,554+6.9% | $4,156+17.1% |
| Participant deferral / active EE | $21,872 | $8,216+166.2% | $7,897+176.9% | $6,407+241.4% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |