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 | $154,002 | $217,402-29.2% | $185,823-17.1% | $167,490-8.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.90% | 148.36%-147.5pp | 122.05%-121.1pp | 478.56%-477.7pp |
| Employer contribution / active EE | $19,690 | $5,873+235.2% | $5,167+281.0% | $4,837+307.0% |
| Participant deferral / active EE | $17,333 | $6,356+172.7% | $5,568+211.3% | $6,341+173.3% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |