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 | $150,671 | $117,983+27.7% | $101,794+48.0% | $142,382+5.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.27% | 36.92%-27.6pp | 30.53%-21.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $16,728 | $2,773+503.3% | $2,289+630.8% | $4,299+289.1% |
| Participant deferral / active EE | $8,300 | $4,714+76.1% | $4,084+103.2% | $6,507+27.6% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |