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 | $213,952 | $153,772+39.1% | $133,980+59.7% | $273,961-21.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | -2.90% | 36.51%-39.4pp | 29.30%-32.2pp | 41.45%-44.4pp |
| Employer contribution / active EE | $2,662 | $6,029-55.9% | $5,211-48.9% | $4,869-45.3% |
| Participant deferral / active EE | $6,110 | $6,958-12.2% | $6,282-2.7% | $5,287+15.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |