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 | $151,983 | $154,228-1.5% | $145,433+4.5% | $137,256+10.7% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 10.32% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $8,045 | $4,804+67.5% | $4,554+76.6% | $4,156+93.6% |
| Participant deferral / active EE | $15,956 | $8,216+94.2% | $7,897+102.0% | $6,407+149.0% |
| Admin fee / account holder | $85 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |