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 | $178,589 | $157,256+13.6% | $141,162+26.5% | $152,861+16.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.58% | 64.32%-50.7pp | 71.39%-57.8pp | 345.32%-331.7pp |
| Employer contribution / active EE | $5,522 | $5,261+5.0% | $4,735+16.6% | $4,762+16.0% |
| Participant deferral / active EE | $16,069 | $7,109+126.0% | $6,709+139.5% | $5,850+174.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |