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 | $44,487 | $135,952-67.3% | $123,892-64.1% | $273,961-83.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.43% | 56.63%-57.1pp | 47.52%-47.9pp | 41.45%-41.9pp |
| Employer contribution / active EE | $10,458 | $5,170+102.3% | $4,617+126.5% | $4,869+114.8% |
| Participant deferral / active EE | $12,617 | $6,343+98.9% | $5,984+110.8% | $5,287+138.6% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,132-100.0% |