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 5-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 | $145,963 | $99,921+46.1% | $85,009+71.7% | $145,9590% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 4.81% | 83.89%-79.1pp | 66.47%-61.7pp | 561.95%-557.1pp |
| Employer contribution / active EE | $13,592 | $3,233+320.5% | $2,728+398.2% | $4,661+191.6% |
| Participant deferral / active EE | $12,200 | $5,293+130.5% | $4,522+169.8% | $6,689+82.4% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |