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 | $198,639 | $135,952+46.1% | $123,892+60.3% | $273,961-27.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.68% | 56.63%-53.0pp | 47.52%-43.8pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,567 | $5,170-50.3% | $4,617-44.4% | $4,869-47.3% |
| Participant deferral / active EE | $5,657 | $6,343-10.8% | $5,984-5.5% | $5,287+7.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |