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 | $185,983 | $197,591-5.9% | $177,821+4.6% | $158,922+17.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 2.46% | 58.76%-56.3pp | 48.32%-45.9pp | 302.83%-300.4pp |
| Employer contribution / active EE | $3,057 | $6,697-54.4% | $5,918-48.4% | $4,761-35.8% |
| Participant deferral / active EE | $8,716 | $8,405+3.7% | $7,714+13.0% | $5,982+45.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |