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 | $45,155 | $160,055-71.8% | $140,016-67.8% | $135,375-66.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -12.30% | 911.38%-923.7pp | 651.12%-663.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $6,011 | $6,420-6.4% | $5,606+7.2% | $4,779+25.8% |
| Participant deferral / active EE | $4,849 | $7,642-36.5% | $6,927-30.0% | $5,609-13.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |