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 | $89,483 | $85,022+5.2% | $70,515+26.9% | $139,434-35.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 7.79% | 30.38%-22.6pp | 32.77%-25.0pp | 372.94%-365.1pp |
| Employer contribution / active EE | $8,367 | $3,909+114.0% | $2,973+181.4% | $4,751+76.1% |
| Participant deferral / active EE | $10,500 | $5,890+78.3% | $4,567+129.9% | $6,710+56.5% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |