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 9-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 | $113,701 | $127,065-10.5% | $113,168+0.5% | $142,382-20.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 9.08% | 24.03%-15.0pp | 24.27%-15.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $4,264 | $3,442+23.9% | $2,975+43.3% | $4,299-0.8% |
| Participant deferral / active EE | $10,129 | $5,716+77.2% | $5,107+98.3% | $6,507+55.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |