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 | $114,173 | $87,733+30.1% | $106,548+7.2% | $85,850+33.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.73% | 21.86%-12.1pp | 26.80%-17.1pp | 318.53%-308.8pp |
| Employer contribution / active EE | $2,391 | $2,073+15.3% | $2,819-15.2% | $2,565-6.8% |
| Participant deferral / active EE | $6,124 | $3,469+76.5% | $4,398+39.2% | $3,952+55.0% |
| Admin fee / account holder | $286 | $6,767-95.8% | $7,407-96.1% | $6,260-95.4% |