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 | $184,261 | $158,398+16.3% | $126,539+45.6% | $142,382+29.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.90% | 593.76%-583.9pp | 425.95%-416.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,669 | $4,650-42.6% | $3,674-27.4% | $4,299-37.9% |
| Participant deferral / active EE | $1,966 | $4,767-58.8% | $4,083-51.9% | $6,507-69.8% |
| Admin fee / account holder | $60 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |