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 | $107,064 | $127,264-15.9% | $109,895-2.6% | $167,490-36.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 6.53% | 22.97%-16.4pp | 29.45%-22.9pp | 478.56%-472.0pp |
| Employer contribution / active EE | $13,272 | $3,322+299.5% | $2,842+366.9% | $4,837+174.4% |
| Participant deferral / active EE | $4,230 | $4,514-6.3% | $4,048+4.5% | $6,341-33.3% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |