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 9-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 | $111,631 | $111,754-0.1% | $103,333+8.0% | $145,922-23.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.62% | 24.77%-19.2pp | 24.88%-19.3pp | 561.29%-555.7pp |
| Employer contribution / active EE | $2,124 | $4,212-49.6% | $3,868-45.1% | $4,660-54.4% |
| Participant deferral / active EE | $12,572 | $5,619+123.8% | $5,057+148.6% | $6,688+88.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |