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 | $181,785 | $159,602+13.9% | $150,045+21.2% | $142,382+27.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | -0.80% | 70.24%-71.0pp | 62.55%-63.3pp | 217.08%-217.9pp |
| Employer contribution / active EE | $3,969 | $4,961-20.0% | $4,693-15.4% | $4,299-7.7% |
| Participant deferral / active EE | $15,752 | $8,310+89.5% | $7,997+97.0% | $6,507+142.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |