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 | $220,207 | $103,376+113.0% | $87,100+152.8% | $152,861+44.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 3.84% | 28.10%-24.3pp | 28.19%-24.4pp | 345.32%-341.5pp |
| Employer contribution / active EE | $2,297 | $3,220-28.7% | $2,521-8.9% | $4,762-51.8% |
| Participant deferral / active EE | $8,066 | $4,778+68.8% | $4,049+99.2% | $5,850+37.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |