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 | $139,463 | $138,065+1.0% | $123,544+12.9% | $135,375+3.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.84% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,238 | $5,151-56.5% | $4,628-51.6% | $4,779-53.2% |
| Participant deferral / active EE | $6,524 | $6,799-4.0% | $6,426+1.5% | $5,609+16.3% |
| Admin fee / account holder | $3 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |