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 | $183,003 | $175,202+4.5% | $149,673+22.3% | $139,434+31.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.35% | 166.71%-161.4pp | 134.42%-129.1pp | 372.94%-367.6pp |
| Employer contribution / active EE | $2,504 | $5,474-54.3% | $4,818-48.0% | $4,751-47.3% |
| Participant deferral / active EE | $5,329 | $6,519-18.3% | $5,680-6.2% | $6,710-20.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |