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 | $194,588 | $172,111+13.1% | $150,298+29.5% | $137,256+41.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.48% | 69.37%-63.9pp | 62.79%-57.3pp | 220.34%-214.9pp |
| Employer contribution / active EE | $11,600 | $4,636+150.2% | $4,154+179.2% | $4,156+179.1% |
| Participant deferral / active EE | $14,875 | $6,166+141.3% | $5,453+172.8% | $6,407+132.2% |
| Admin fee / account holder | $271 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |