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 | $217,133 | $159,602+36.0% | $150,045+44.7% | $142,382+52.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | -2.00% | 70.24%-72.2pp | 62.55%-64.6pp | 217.08%-219.1pp |
| Employer contribution / active EE | $4,288 | $4,961-13.5% | $4,693-8.6% | $4,299-0.2% |
| Participant deferral / active EE | $13,962 | $8,310+68.0% | $7,997+74.6% | $6,507+114.6% |
| Admin fee / account holder | $182 | $14,846-98.8% | $13,435-98.6% | $12,624-98.6% |