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 4-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 | $121,639 | $117,983+3.1% | $101,794+19.5% | $142,382-14.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 4.13% | 36.92%-32.8pp | 30.53%-26.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $18,721 | $2,773+575.2% | $2,289+717.9% | $4,299+335.5% |
| Participant deferral / active EE | $9,400 | $4,714+99.4% | $4,084+130.2% | $6,507+44.5% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |