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 | $203,200 | $154,228+31.8% | $145,433+39.7% | $137,256+48.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.32% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $12,964 | $4,804+169.9% | $4,554+184.6% | $4,156+211.9% |
| Participant deferral / active EE | $12,322 | $8,216+50.0% | $7,897+56.0% | $6,407+92.3% |
| Admin fee / account holder | $176 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |