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 | $202,511 | $111,814+81.1% | $103,374+95.9% | $145,959+38.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.23% | 24.77%-17.5pp | 24.89%-17.7pp | 561.95%-554.7pp |
| Employer contribution / active EE | $4,535 | $4,214+7.6% | $3,869+17.2% | $4,661-2.7% |
| Participant deferral / active EE | $5,042 | $5,618-10.3% | $5,058-0.3% | $6,689-24.6% |
| Admin fee / account holder | $264 | $9,754-97.3% | $8,394-96.9% | $13,398-98.0% |