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 | $200,941 | $189,613+6.0% | $167,512+20.0% | $142,382+41.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.96% | 2024.68%-2017.7pp | 1615.79%-1608.8pp | 217.08%-210.1pp |
| Employer contribution / active EE | $3,516 | $4,349-19.1% | $3,882-9.4% | $4,299-18.2% |
| Participant deferral / active EE | $13,402 | $6,981+92.0% | $6,405+109.3% | $6,507+106.0% |
| Admin fee / account holder | $53 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |