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 | $189,193 | $116,175+62.9% | $93,606+102.1% | $152,861+23.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 6.03% | 35.96%-29.9pp | 32.76%-26.7pp | 345.32%-339.3pp |
| Employer contribution / active EE | $15,068 | $3,218+368.2% | $2,718+454.4% | $4,762+216.4% |
| Participant deferral / active EE | $15,435 | $4,603+235.3% | $4,069+279.4% | $5,850+163.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |