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 8-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 | $199,634 | $201,272-0.8% | $184,203+8.4% | $145,922+36.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.70% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $9,759 | $7,022+39.0% | $6,427+51.8% | $4,660+109.4% |
| Participant deferral / active EE | $11,796 | $9,806+20.3% | $9,131+29.2% | $6,688+76.4% |
| Admin fee / account holder | $69 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |