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 | $169,835 | $209,411-18.9% | $178,490-4.8% | $158,922+6.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | -2.92% | 188.75%-191.7pp | 151.07%-154.0pp | 302.83%-305.7pp |
| Employer contribution / active EE | $5,194 | $5,706-9.0% | $5,011+3.7% | $4,761+9.1% |
| Participant deferral / active EE | $7,312 | $5,954+22.8% | $5,202+40.6% | $5,982+22.2% |
| Admin fee / account holder | $265 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |