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 | $181,260 | $103,376+75.3% | $87,100+108.1% | $152,861+18.6% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 10.32% | 28.10%-17.8pp | 28.19%-17.9pp | 345.32%-335.0pp |
| Employer contribution / active EE | $2,823 | $3,220-12.3% | $2,521+12.0% | $4,762-40.7% |
| Participant deferral / active EE | $2,804 | $4,778-41.3% | $4,049-30.7% | $5,850-52.1% |
| Admin fee / account holder | $249 | $12,205-98.0% | $7,497-96.7% | $11,596-97.9% |