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 | $162,547 | $157,256+3.4% | $141,162+15.1% | $152,861+6.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 9.46% | 64.32%-54.9pp | 71.39%-61.9pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,941 | $5,261-63.1% | $4,735-59.0% | $4,762-59.3% |
| Participant deferral / active EE | $9,333 | $7,109+31.3% | $6,709+39.1% | $5,850+59.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |