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 | $156,506 | $176,056-11.1% | $159,436-1.8% | $167,490-6.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 8.32% | 331.75%-323.4pp | 263.57%-255.2pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,575 | $5,297-51.4% | $4,829-46.7% | $4,837-46.8% |
| Participant deferral / active EE | $5,764 | $7,750-25.6% | $7,352-21.6% | $6,341-9.1% |
| Admin fee / account holder | $30 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |