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 | $197,856 | $159,901+23.7% | $146,958+34.6% | $145,922+35.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.71% | 98.13%-93.4pp | 418.34%-413.6pp | 561.29%-556.6pp |
| Employer contribution / active EE | $21,084 | $5,286+298.9% | $4,933+327.4% | $4,660+352.5% |
| Participant deferral / active EE | $20,167 | $8,428+139.3% | $8,070+149.9% | $6,688+201.6% |
| Admin fee / account holder | $281 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |