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 | $166,309 | $177,572-6.3% | $154,803+7.4% | $142,382+16.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.76% | 65.07%-59.3pp | 58.88%-53.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $4,615 | $4,810-4.1% | $4,305+7.2% | $4,299+7.3% |
| Participant deferral / active EE | $6,663 | $6,272+6.2% | $5,540+20.3% | $6,507+2.4% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |