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 | $126,359 | $117,841+7.2% | $102,423+23.4% | $145,922-13.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 8.31% | 31.65%-23.3pp | 29.32%-21.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,740 | $3,615-24.2% | $3,023-9.4% | $4,660-41.2% |
| Participant deferral / active EE | $5,167 | $5,731-9.8% | $5,053+2.3% | $6,688-22.7% |
| Admin fee / account holder | $203 | $13,326-98.5% | $9,451-97.9% | $13,397-98.5% |