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 | $223,359 | $152,587+46.4% | $125,175+78.4% | $152,861+46.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.63% | 54.84%-48.2pp | 43.79%-37.2pp | 345.32%-338.7pp |
| Employer contribution / active EE | $3,949 | $4,946-20.2% | $3,865+2.2% | $4,762-17.1% |
| Participant deferral / active EE | $5,466 | $5,868-6.9% | $4,937+10.7% | $5,850-6.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |