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 | $130,133 | $180,449-27.9% | $154,107-15.6% | $135,375-3.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -22.45% | 888.09%-910.5pp | 735.12%-757.6pp | 519.73%-542.2pp |
| Employer contribution / active EE | $8,818 | $6,035+46.1% | $5,298+66.5% | $4,779+84.5% |
| Participant deferral / active EE | $5,040 | $5,806-13.2% | $5,081-0.8% | $5,609-10.1% |
| Admin fee / account holder | $207 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |