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 | $146,538 | $135,952+7.8% | $123,892+18.3% | $273,961-46.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.70% | 56.63%-53.9pp | 47.52%-44.8pp | 41.45%-38.8pp |
| Employer contribution / active EE | $26,192 | $5,170+406.6% | $4,617+467.3% | $4,869+438.0% |
| Participant deferral / active EE | $13,612 | $6,343+114.6% | $5,984+127.5% | $5,287+157.4% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,132-99.5% |