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 | $102,265 | $106,515-4.0% | $96,683+5.8% | $139,434-26.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.58% | 38.43%-28.8pp | 35.69%-26.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $9,560 | $4,103+133.0% | $3,737+155.8% | $4,751+101.2% |
| Participant deferral / active EE | $8,400 | $5,454+54.0% | $4,878+72.2% | $6,710+25.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |