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 | $221,080 | $165,335+33.7% | $149,696+47.7% | $158,922+39.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.44% | 348.15%-343.7pp | 276.60%-272.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $13,737 | $5,103+169.2% | $4,644+195.8% | $4,761+188.5% |
| Participant deferral / active EE | $16,244 | $7,181+126.2% | $6,842+137.4% | $5,982+171.5% |
| Admin fee / account holder | $81 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |