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 | $172,024 | $177,572-3.1% | $154,803+11.1% | $142,382+20.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.56% | 65.07%-56.5pp | 58.88%-50.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $9,247 | $4,810+92.2% | $4,305+114.8% | $4,299+115.1% |
| Participant deferral / active EE | $14,100 | $6,272+124.8% | $5,540+154.5% | $6,507+116.7% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |