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 | $172,236 | $165,335+4.2% | $149,696+15.1% | $158,922+8.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.37% | 348.15%-341.8pp | 276.60%-270.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $6,577 | $5,103+28.9% | $4,644+41.6% | $4,761+38.1% |
| Participant deferral / active EE | $20,367 | $7,181+183.6% | $6,842+197.7% | $5,982+240.5% |
| Admin fee / account holder | $21 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |