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 | $180,749+11.2% | $160,784+25.0% | $137,256+46.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 6.96% | 2234.46%-2227.5pp | 1803.92%-1797.0pp | 220.34%-213.4pp |
| Employer contribution / active EE | $3,516 | $4,155-15.4% | $3,733-5.8% | $4,156-15.4% |
| Participant deferral / active EE | $13,402 | $6,844+95.8% | $6,293+113.0% | $6,407+109.2% |
| Admin fee / account holder | $53 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |