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 | $76,495 | $209,411-63.5% | $178,490-57.1% | $158,922-51.9% |
| Participation rate | 85.0% | 86.3%-1.3pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | -3.41% | 188.75%-192.2pp | 151.07%-154.5pp | 302.83%-306.2pp |
| Employer contribution / active EE | $2,176 | $5,706-61.9% | $5,011-56.6% | $4,761-54.3% |
| Participant deferral / active EE | $5,776 | $5,954-3.0% | $5,202+11.0% | $5,982-3.5% |
| Admin fee / account holder | $230 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |