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 | $192,703 | $183,519+5.0% | $155,509+23.9% | $145,922+32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.10% | 61.17%-59.1pp | 64.67%-62.6pp | 561.29%-559.2pp |
| Employer contribution / active EE | $2,448 | $5,313-53.9% | $4,672-47.6% | $4,660-47.5% |
| Participant deferral / active EE | $6,738 | $6,462+4.3% | $5,626+19.8% | $6,688+0.7% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |