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 | $96,321 | $177,572-45.8% | $154,803-37.8% | $142,382-32.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.92% | 65.07%-54.1pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $16,735 | $4,810+247.9% | $4,305+288.7% | $4,299+289.3% |
| Participant deferral / active EE | $8,580 | $6,272+36.8% | $5,540+54.9% | $6,507+31.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |