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 | $226,867 | $159,934+41.9% | $147,005+54.3% | $145,959+55.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.12% | 98.24%-89.1pp | 418.76%-409.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,732 | $5,287-67.2% | $4,934-64.9% | $4,661-62.8% |
| Participant deferral / active EE | $5,265 | $8,427-37.5% | $8,070-34.8% | $6,689-21.3% |
| Admin fee / account holder | $77 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |