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 | $146,890 | $172,111-14.7% | $150,298-2.3% | $137,256+7.0% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 9.97% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,761 | $4,636-62.0% | $4,154-57.6% | $4,156-57.6% |
| Participant deferral / active EE | $7,227 | $6,166+17.2% | $5,453+32.5% | $6,407+12.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |