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 | $194,890 | $148,534+31.2% | $135,903+43.4% | $139,434+39.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 9.95% | 79.19%-69.2pp | 68.23%-58.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $3,308 | $5,243-36.9% | $4,856-31.9% | $4,751-30.4% |
| Participant deferral / active EE | $9,119 | $8,100+12.6% | $7,758+17.5% | $6,710+35.9% |
| Admin fee / account holder | $125 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |