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 | $126,915 | $107,334+18.2% | $92,893+36.6% | $152,861-17.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.87% | 145.58%-136.7pp | 109.41%-100.5pp | 345.32%-336.4pp |
| Employer contribution / active EE | $13,271 | $4,221+214.4% | $3,653+263.3% | $4,762+178.7% |
| Participant deferral / active EE | $5,622 | $4,845+16.0% | $4,236+32.7% | $5,850-3.9% |
| Admin fee / account holder | $206 | $7,079-97.1% | $5,794-96.4% | $11,596-98.2% |