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 | $219,036 | $214,378+2.2% | $200,582+9.2% | $142,382+53.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.48% | 46.41%-35.9pp | 42.33%-31.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $8,065 | $6,841+17.9% | $6,419+25.6% | $4,299+87.6% |
| Participant deferral / active EE | $18,247 | $9,865+85.0% | $9,331+95.6% | $6,507+180.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |