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 | $197,529 | $176,056+12.2% | $159,436+23.9% | $167,490+17.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | -0.52% | 331.75%-332.3pp | 263.57%-264.1pp | 478.56%-479.1pp |
| Employer contribution / active EE | $2,394 | $5,297-54.8% | $4,829-50.4% | $4,837-50.5% |
| Participant deferral / active EE | $10,792 | $7,750+39.3% | $7,352+46.8% | $6,341+70.2% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |