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 | $204,103 | $198,466+2.8% | $170,442+19.7% | $147,584+38.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.08% | 257.29%-252.2pp | 205.93%-200.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $2,720 | $6,184-56.0% | $5,433-49.9% | $4,876-44.2% |
| Participant deferral / active EE | $8,862 | $5,629+57.4% | $4,939+79.4% | $5,439+62.9% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |