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 | $172,111+28.8% | $150,298+47.5% | $137,256+61.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 10.63% | 69.37%-58.7pp | 62.79%-52.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $4,702 | $4,636+1.4% | $4,154+13.2% | $4,156+13.1% |
| Participant deferral / active EE | $7,409 | $6,166+20.2% | $5,453+35.9% | $6,407+15.6% |
| Admin fee / account holder | $189 | $16,471-98.8% | $14,116-98.7% | $12,270-98.5% |