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 | $196,024 | $138,044+42.0% | $125,339+56.4% | $134,475+45.8% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -23.21% | 750.33%-773.5pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $4,674 | $5,243-10.9% | $4,814-2.9% | $4,740-1.4% |
| Participant deferral / active EE | $12,646 | $7,799+62.1% | $7,446+69.8% | $6,400+97.6% |
| Admin fee / account holder | $106 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |