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 | $220,660 | $183,519+20.2% | $155,509+41.9% | $145,922+51.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.48% | 61.17%-56.7pp | 64.67%-60.2pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,604 | $5,313-69.8% | $4,672-65.7% | $4,660-65.6% |
| Participant deferral / active EE | $10,700 | $6,462+65.6% | $5,626+90.2% | $6,688+60.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |