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 | $173,886 | $162,781+6.8% | $133,956+29.8% | $158,922+9.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 3.62% | 41.94%-38.3pp | 45.09%-41.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $3,885 | $4,975-21.9% | $3,919-0.9% | $4,761-18.4% |
| Participant deferral / active EE | $8,953 | $5,911+51.5% | $5,048+77.4% | $5,982+49.7% |
| Admin fee / account holder | $8 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |