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 6-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 | $50,149 | $135,952-63.1% | $123,892-59.5% | $273,961-81.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.53% | 56.63%-57.2pp | 47.52%-48.0pp | 41.45%-42.0pp |
| Employer contribution / active EE | $6,378 | $5,170+23.4% | $4,617+38.1% | $4,869+31.0% |
| Participant deferral / active EE | $13,846 | $6,343+118.3% | $5,984+131.4% | $5,287+161.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |