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 | $141,470 | $124,185+13.9% | $108,410+30.5% | $167,490-15.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 2.49% | 1379.64%-1377.1pp | 905.27%-902.8pp | 478.56%-476.1pp |
| Employer contribution / active EE | $2,839 | $4,187-32.2% | $3,558-20.2% | $4,837-41.3% |
| Participant deferral / active EE | $10,872 | $6,908+57.4% | $6,563+65.7% | $6,341+71.4% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |