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 | $222,498 | $181,894+22.3% | $156,549+42.1% | $273,961-18.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.03% | 30.74%-29.7pp | 32.23%-31.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $14,385 | $6,248+130.2% | $5,501+161.5% | $4,869+195.5% |
| Participant deferral / active EE | $7,964 | $5,550+43.5% | $4,871+63.5% | $5,287+50.6% |
| Admin fee / account holder | $131 | $15,559-99.2% | $13,027-99.0% | $10,132-98.7% |