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 | $91,160 | $98,240-7.2% | $82,313+10.7% | $147,584-38.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.14% | 30.85%-25.7pp | 25.88%-20.7pp | 578.55%-573.4pp |
| Employer contribution / active EE | $3,225 | $3,192+1.0% | $2,428+32.8% | $4,876-33.9% |
| Participant deferral / active EE | $10,014 | $4,383+128.5% | $3,706+170.2% | $5,439+84.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |