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 | $171,202 | $135,952+25.9% | $123,892+38.2% | $273,961-37.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 0.41% | 56.63%-56.2pp | 47.52%-47.1pp | 41.45%-41.0pp |
| Employer contribution / active EE | $7,267 | $5,170+40.6% | $4,617+57.4% | $4,869+49.3% |
| Participant deferral / active EE | $14,333 | $6,343+126.0% | $5,984+139.5% | $5,287+171.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |