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 | $199,718 | $171,865+16.2% | $149,718+33.4% | $147,584+35.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.07% | 2113.22%-2106.1pp | 1501.63%-1494.6pp | 578.55%-571.5pp |
| Employer contribution / active EE | $5,593 | $6,275-10.9% | $5,445+2.7% | $4,876+14.7% |
| Participant deferral / active EE | $11,894 | $7,271+63.6% | $6,569+81.1% | $5,439+118.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |