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 | $180,065 | $197,591-8.9% | $177,821+1.3% | $158,922+13.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.54% | 58.76%-58.2pp | 48.32%-47.8pp | 302.83%-302.3pp |
| Employer contribution / active EE | $13,424 | $6,697+100.4% | $5,918+126.8% | $4,761+182.0% |
| Participant deferral / active EE | $11,909 | $8,405+41.7% | $7,714+54.4% | $5,982+99.1% |
| Admin fee / account holder | $11 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |