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 | $207,596 | $183,963+12.8% | $162,163+28.0% | $152,861+35.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.19% | 150.76%-140.6pp | 115.59%-105.4pp | 345.32%-335.1pp |
| Employer contribution / active EE | $14,622 | $6,371+129.5% | $5,614+160.5% | $4,762+207.0% |
| Participant deferral / active EE | $10,457 | $8,034+30.2% | $7,298+43.3% | $5,850+78.8% |
| Admin fee / account holder | $137 | $13,121-99.0% | $10,843-98.7% | $11,596-98.8% |