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 | $60,997 | $94,529-35.5% | $140,016-56.4% | $64,186-5.0% |
| Participation rate | 79.5% | 84.1%-4.5pp | 87.5%-8.0pp | 69.6%+10.0pp |
| Annual return | -10.95% | 7.77%-18.7pp | 651.12%-662.1pp | 7.63%-18.6pp |
| Employer contribution / active EE | $8,376 | $3,812+119.7% | $5,606+49.4% | $2,381+251.8% |
| Participant deferral / active EE | $6,475 | $5,250+23.3% | $6,927-6.5% | $3,470+86.6% |
| Admin fee / account holder | $187 | $6,741-97.2% | $10,705-98.3% | $4,888-96.2% |