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 | $143,587 | $114,381+25.5% | $107,525+33.5% | $142,382+0.8% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 10.90% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $7,716 | $4,015+92.2% | $3,754+105.6% | $4,299+79.5% |
| Participant deferral / active EE | $6,693 | $5,564+20.3% | $5,116+30.8% | $6,507+2.9% |
| Admin fee / account holder | $6 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |