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 | $194,725 | $48,230+303.7% | $67,502+188.5% | $80,856+140.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 6.82% | 18.28%-11.5pp | 3512.12%-3505.3pp | 35.59%-28.8pp |
| Employer contribution / active EE | $2,254 | $2,020+11.6% | $2,731-17.5% | $2,755-18.2% |
| Participant deferral / active EE | $6,532 | $2,924+123.4% | $4,000+63.3% | $4,296+52.0% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |