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 9-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 | $236,714 | $181,894+30.1% | $156,549+51.2% | $273,961-13.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.83% | 30.74%-29.9pp | 32.23%-31.4pp | 41.45%-40.6pp |
| Employer contribution / active EE | $5,319 | $6,248-14.9% | $5,501-3.3% | $4,869+9.2% |
| Participant deferral / active EE | $10,400 | $5,550+87.4% | $4,871+113.5% | $5,287+96.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |