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 | $38,498 | $138,065-72.1% | $123,544-68.8% | $135,375-71.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.90% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.6pp |
| Employer contribution / active EE | $5,793 | $5,151+12.4% | $4,628+25.2% | $4,779+21.2% |
| Participant deferral / active EE | $6,741 | $6,799-0.9% | $6,426+4.9% | $5,609+20.2% |
| Admin fee / account holder | $207 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |