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 | $238,480 | $116,175+105.3% | $93,606+154.8% | $152,861+56.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 6.57% | 35.96%-29.4pp | 32.76%-26.2pp | 345.32%-338.7pp |
| Employer contribution / active EE | $10,374 | $3,218+222.4% | $2,718+281.7% | $4,762+117.8% |
| Participant deferral / active EE | $11,957 | $4,603+159.8% | $4,069+193.9% | $5,850+104.4% |
| Admin fee / account holder | $37 | $10,748-99.7% | $7,888-99.5% | $11,596-99.7% |