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 | $201,072 | $214,378-6.2% | $200,582+0.2% | $142,382+41.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.34% | 46.41%-38.1pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $6,960 | $6,841+1.7% | $6,419+8.4% | $4,299+61.9% |
| Participant deferral / active EE | $23,500 | $9,865+138.2% | $9,331+151.8% | $6,507+261.1% |
| Admin fee / account holder | $10 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |