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 | $90,971 | $105,998-14.2% | $92,233-1.4% | $147,584-38.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 9.44% | 50.05%-40.6pp | 176.28%-166.8pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,206 | $4,333-72.2% | $3,679-67.2% | $4,876-75.3% |
| Participant deferral / active EE | $3,681 | $4,478-17.8% | $3,897-5.5% | $5,439-32.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |