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 | $186,130 | $154,228+20.7% | $145,433+28.0% | $137,256+35.6% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 7.92% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $4,280 | $4,804-10.9% | $4,554-6.0% | $4,156+3.0% |
| Participant deferral / active EE | $6,294 | $8,216-23.4% | $7,897-20.3% | $6,407-1.8% |
| Admin fee / account holder | $172 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |