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 7-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 | $240,352 | $165,335+45.4% | $149,696+60.6% | $158,922+51.2% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 5.21% | 348.15%-342.9pp | 276.60%-271.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $9,029 | $5,103+76.9% | $4,644+94.4% | $4,761+89.6% |
| Participant deferral / active EE | $7,086 | $7,181-1.3% | $6,842+3.6% | $5,982+18.4% |
| Admin fee / account holder | $224 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |