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 | $224,264 | $183,519+22.2% | $155,509+44.2% | $145,922+53.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 6.63% | 61.17%-54.5pp | 64.67%-58.0pp | 561.29%-554.7pp |
| Employer contribution / active EE | $7,697 | $5,313+44.9% | $4,672+64.7% | $4,660+65.2% |
| Participant deferral / active EE | $7,168 | $6,462+10.9% | $5,626+27.4% | $6,688+7.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |