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 | $236,368 | $85,006+178.1% | $76,190+210.2% | $145,922+62.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 10.10% | 13.11%-3.0pp | 13.78%-3.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $14,813 | $5,265+181.4% | $4,578+223.6% | $4,660+217.9% |
| Participant deferral / active EE | $6,039 | $6,392-5.5% | $5,474+10.3% | $6,688-9.7% |
| Admin fee / account holder | $132 | $5,760-97.7% | $5,123-97.4% | $13,397-99.0% |