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 | $51,653 | $76,000-32.0% | $154,107-66.5% | $64,186-19.5% |
| Participation rate | 79.7% | 70.4%+9.2pp | 83.0%-3.4pp | 69.6%+10.1pp |
| Annual return | -8.12% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.8pp |
| Employer contribution / active EE | $4,147 | $3,351+23.8% | $5,298-21.7% | $2,381+74.2% |
| Participant deferral / active EE | $3,040 | $3,175-4.2% | $5,081-40.2% | $3,470-12.4% |
| Admin fee / account holder | $120 | $5,596-97.9% | $13,411-99.1% | $4,888-97.5% |