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 | $124,038 | $105,126+18.0% | $94,646+31.1% | $139,434-11.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.83% | 38.03%-26.2pp | 156.71%-144.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $4,240 | $4,106+3.3% | $3,672+15.5% | $4,751-10.8% |
| Participant deferral / active EE | $14,575 | $7,599+91.8% | $7,418+96.5% | $6,710+117.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |