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 | $182,496 | $197,591-7.6% | $177,821+2.6% | $158,922+14.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.84% | 58.76%-53.9pp | 48.32%-43.5pp | 302.83%-298.0pp |
| Employer contribution / active EE | $5,768 | $6,697-13.9% | $5,918-2.5% | $4,761+21.1% |
| Participant deferral / active EE | $19,355 | $8,405+130.3% | $7,714+150.9% | $5,982+223.5% |
| Admin fee / account holder | -$387 | $15,399-102.5% | $12,427-103.1% | $11,246-103.4% |