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 | $139,208 | $108,919+27.8% | $100,391+38.7% | $145,922-4.6% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 8.91% | 57.88%-49.0pp | 49.20%-40.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,310 | $4,419-25.1% | $3,942-16.0% | $4,660-29.0% |
| Participant deferral / active EE | $11,445 | $8,445+35.5% | $8,082+41.6% | $6,688+71.1% |
| Admin fee / account holder | $126 | $9,689-98.7% | $7,899-98.4% | $13,397-99.1% |