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 6-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 | $241,440 | $214,378+12.6% | $200,582+20.4% | $142,382+69.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.32% | 46.41%-39.1pp | 42.33%-35.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $3,336 | $6,841-51.2% | $6,419-48.0% | $4,299-22.4% |
| Participant deferral / active EE | $7,833 | $9,865-20.6% | $9,331-16.1% | $6,507+20.4% |
| Admin fee / account holder | $215 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |