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 | $169,381 | $159,901+5.9% | $146,958+15.3% | $145,922+16.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 7.34% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $6,417 | $5,286+21.4% | $4,933+30.1% | $4,660+37.7% |
| Participant deferral / active EE | $10,228 | $8,428+21.4% | $8,070+26.7% | $6,688+52.9% |
| Admin fee / account holder | $156 | $15,044-99.0% | $12,998-98.8% | $13,397-98.8% |