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 | $187,442 | $124,281+50.8% | $109,143+71.7% | $167,490+11.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 8.39% | 26.04%-17.6pp | 25.75%-17.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $3,254 | $4,207-22.7% | $3,722-12.6% | $4,837-32.7% |
| Participant deferral / active EE | $10,240 | $5,255+94.8% | $4,653+120.1% | $6,341+61.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |