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 | $210,567 | $217,402-3.1% | $185,823+13.3% | $167,490+25.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.67% | 148.36%-139.7pp | 122.05%-113.4pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,666 | $5,873-71.6% | $5,167-67.8% | $4,837-65.6% |
| Participant deferral / active EE | $12,115 | $6,356+90.6% | $5,568+117.6% | $6,341+91.1% |
| Admin fee / account holder | $80 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |