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 7-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 | $200,812 | $177,572+13.1% | $154,803+29.7% | $142,382+41.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -22.59% | 65.07%-87.7pp | 58.88%-81.5pp | 217.08%-239.7pp |
| Employer contribution / active EE | $2,725 | $4,810-43.4% | $4,305-36.7% | $4,299-36.6% |
| Participant deferral / active EE | $35,730 | $6,272+469.7% | $5,540+544.9% | $6,507+449.1% |
| Admin fee / account holder | $272 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |