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 | $192,766 | $165,335+16.6% | $149,696+28.8% | $158,922+21.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.71% | 348.15%-342.4pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $29,690 | $5,103+481.8% | $4,644+539.3% | $4,761+523.6% |
| Participant deferral / active EE | $23,466 | $7,181+226.8% | $6,842+243.0% | $5,982+292.3% |
| Admin fee / account holder | $101 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |