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 | $240,711 | $114,381+110.4% | $107,525+123.9% | $142,382+69.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 9.38% | 242.71%-233.3pp | 181.32%-171.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,958 | $4,015-26.3% | $3,754-21.2% | $4,299-31.2% |
| Participant deferral / active EE | $5,284 | $5,564-5.0% | $5,116+3.3% | $6,507-18.8% |
| Admin fee / account holder | $204 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |