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 | $175,163 | $201,259-13.0% | $184,200-4.9% | $145,959+20.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.00% | 28.98%-20.0pp | 28.80%-19.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $5,042 | $7,018-28.2% | $6,424-21.5% | $4,661+8.2% |
| Participant deferral / active EE | $16,031 | $9,806+63.5% | $9,132+75.5% | $6,689+139.7% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |