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 | $229,852 | $165,335+39.0% | $149,696+53.5% | $158,922+44.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.08% | 348.15%-344.1pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,068 | $5,103-79.1% | $4,644-77.0% | $4,761-77.6% |
| Participant deferral / active EE | $2,370 | $7,181-67.0% | $6,842-65.4% | $5,982-60.4% |
| Admin fee / account holder | $51 | $10,807-99.5% | $9,309-99.5% | $11,246-99.5% |