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 3-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 | $245,320 | $154,228+59.1% | $145,433+68.7% | $137,256+78.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.89% | 74.59%-67.7pp | 66.58%-59.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $18,105 | $4,804+276.9% | $4,554+297.5% | $4,156+335.6% |
| Participant deferral / active EE | $19,578 | $8,216+138.3% | $7,897+147.9% | $6,407+205.6% |
| Admin fee / account holder | $232 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |