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 3-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 | $153,574 | $159,602-3.8% | $150,045+2.4% | $142,382+7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.08% | 70.24%-65.2pp | 62.55%-57.5pp | 217.08%-212.0pp |
| Employer contribution / active EE | $8,629 | $4,961+74.0% | $4,693+83.9% | $4,299+100.7% |
| Participant deferral / active EE | $15,667 | $8,310+88.5% | $7,997+95.9% | $6,507+140.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |