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 | $230,698 | $148,534+55.3% | $135,903+69.8% | $139,434+65.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.74% | 79.19%-68.5pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,875 | $5,243-26.1% | $4,856-20.2% | $4,751-18.4% |
| Participant deferral / active EE | $10,510 | $8,100+29.8% | $7,758+35.5% | $6,710+56.6% |
| Admin fee / account holder | $233 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |