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 8-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 | $248,176 | $148,534+67.1% | $135,903+82.6% | $139,434+78.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.06% | 79.19%-69.1pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,040 | $5,243-80.2% | $4,856-78.6% | $4,751-78.1% |
| Participant deferral / active EE | $2,600 | $8,100-67.9% | $7,758-66.5% | $6,710-61.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |