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 8-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 | $96,479 | $210,343-54.1% | $153,432-37.1% | $145,959-33.9% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.3pp | 80.3%+3.0pp |
| Annual return | 0.00% | 13.38%-13.4pp | 15.66%-15.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,725-100.0% | $13,398-100.0% |