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 | $164,170 | $154,228+6.4% | $145,433+12.9% | $137,256+19.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.16% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $4,780 | $4,804-0.5% | $4,554+5.0% | $4,156+15.0% |
| Participant deferral / active EE | $3,600 | $8,216-56.2% | $7,897-54.4% | $6,407-43.8% |
| Admin fee / account holder | $167 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |