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 | $194,457 | $171,865+13.1% | $149,718+29.9% | $147,584+31.8% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 8.77% | 2113.22%-2104.4pp | 1501.63%-1492.9pp | 578.55%-569.8pp |
| Employer contribution / active EE | $5,164 | $6,275-17.7% | $5,445-5.2% | $4,876+5.9% |
| Participant deferral / active EE | $12,640 | $7,271+73.8% | $6,569+92.4% | $5,439+132.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |