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 | $158,836 | $135,635+17.1% | $110,238+44.1% | $135,375+17.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -9.42% | 513.19%-522.6pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,194 | $4,906-34.9% | $3,826-16.5% | $4,779-33.2% |
| Participant deferral / active EE | $11,494 | $5,506+108.7% | $4,672+146.0% | $5,609+104.9% |
| Admin fee / account holder | $102 | $11,457-99.1% | $8,547-98.8% | $10,827-99.1% |