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 | $221,683 | $177,572+24.8% | $154,803+43.2% | $142,382+55.7% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 10.63% | 65.07%-54.4pp | 58.88%-48.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,702 | $4,810-2.3% | $4,305+9.2% | $4,299+9.4% |
| Participant deferral / active EE | $7,409 | $6,272+18.1% | $5,540+33.7% | $6,507+13.9% |
| Admin fee / account holder | $189 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |