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 | $232,996 | $177,572+31.2% | $154,803+50.5% | $142,382+63.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.18% | 65.07%-56.9pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,421 | $4,810-49.7% | $4,305-43.8% | $4,299-43.7% |
| Participant deferral / active EE | $9,357 | $6,272+49.2% | $5,540+68.9% | $6,507+43.8% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |