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 7-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 | $29,156 | $176,812-83.5% | $146,665-80.1% | $167,490-82.6% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 8.50% | 24.03%-15.5pp | 22.74%-14.2pp | 478.56%-470.1pp |
| Employer contribution / active EE | $4,600 | $5,160-10.8% | $4,136+11.2% | $4,837-4.9% |
| Participant deferral / active EE | $6,242 | $6,440-3.1% | $5,506+13.4% | $6,341-1.6% |
| Admin fee / account holder | $3 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |