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 | $150,152 | $214,378-30.0% | $200,582-25.1% | $142,382+5.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 9.88% | 46.41%-36.5pp | 42.33%-32.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $6,821 | $6,841-0.3% | $6,419+6.3% | $4,299+58.7% |
| Participant deferral / active EE | $7,307 | $9,865-25.9% | $9,331-21.7% | $6,507+12.3% |
| Admin fee / account holder | $108 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |