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 | $228,428 | $157,256+45.3% | $141,162+61.8% | $152,861+49.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 11.81% | 64.32%-52.5pp | 71.39%-59.6pp | 345.32%-333.5pp |
| Employer contribution / active EE | $6,591 | $5,261+25.3% | $4,735+39.2% | $4,762+38.4% |
| Participant deferral / active EE | $6,400 | $7,109-10.0% | $6,709-4.6% | $5,850+9.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |