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 10-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 | $144,493 | $159,602-9.5% | $150,045-3.7% | $142,382+1.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.40% | 70.24%-63.8pp | 62.55%-56.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $4,493 | $4,961-9.4% | $4,693-4.3% | $4,299+4.5% |
| Participant deferral / active EE | $7,278 | $8,310-12.4% | $7,997-9.0% | $6,507+11.9% |
| Admin fee / account holder | $255 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |