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 | $207,474 | $175,202+18.4% | $149,673+38.6% | $139,434+48.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 5.00% | 166.71%-161.7pp | 134.42%-129.4pp | 372.94%-367.9pp |
| Employer contribution / active EE | $2,399 | $5,474-56.2% | $4,818-50.2% | $4,751-49.5% |
| Participant deferral / active EE | $2,436 | $6,519-62.6% | $5,680-57.1% | $6,710-63.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |