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 | $223,402 | $48,795+357.8% | $65,493+241.1% | $84,808+163.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 8.85% | 20.20%-11.3pp | 982.45%-973.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,744 | $1,930+42.2% | $2,574+6.6% | $2,631+4.3% |
| Participant deferral / active EE | $7,087 | $2,928+142.0% | $3,961+78.9% | $4,212+68.3% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |