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 | $122,700 | $112,096+9.5% | $95,952+27.9% | $158,922-22.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.67% | 171.09%-165.4pp | 91.61%-85.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $4,389 | $3,198+37.2% | $2,541+72.7% | $4,761-7.8% |
| Participant deferral / active EE | $16,840 | $4,784+252.0% | $4,167+304.1% | $5,982+181.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |