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 | $196,503 | $124,281+58.1% | $109,143+80.0% | $167,490+17.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 2.05% | 26.04%-24.0pp | 25.75%-23.7pp | 478.56%-476.5pp |
| Employer contribution / active EE | $3,675 | $4,207-12.7% | $3,722-1.3% | $4,837-24.0% |
| Participant deferral / active EE | $9,317 | $5,255+77.3% | $4,653+100.2% | $6,341+46.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |