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 | $95,648 | $105,998-9.8% | $92,233+3.7% | $147,584-35.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.91% | 50.05%-41.1pp | 176.28%-167.4pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,028 | $4,333-53.2% | $3,679-44.9% | $4,876-58.4% |
| Participant deferral / active EE | $2,082 | $4,478-53.5% | $3,897-46.6% | $5,439-61.7% |
| Admin fee / account holder | $127 | $6,332-98.0% | $5,194-97.6% | $10,885-98.8% |