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 | $59,638 | $138,065-56.8% | $123,544-51.7% | $135,375-55.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -11.52% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $10,893 | $5,151+111.5% | $4,628+135.4% | $4,779+127.9% |
| Participant deferral / active EE | $6,910 | $6,799+1.6% | $6,426+7.5% | $5,609+23.2% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |