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 5-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 | $184,448 | $183,519+0.5% | $155,509+18.6% | $145,922+26.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.45% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $4,703 | $5,313-11.5% | $4,672+0.7% | $4,660+0.9% |
| Participant deferral / active EE | $8,728 | $6,462+35.1% | $5,626+55.1% | $6,688+30.5% |
| Admin fee / account holder | $170 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |