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 | $118,210 | $175,202-32.5% | $149,673-21.0% | $139,434-15.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -0.23% | 166.71%-166.9pp | 134.42%-134.6pp | 372.94%-373.2pp |
| Employer contribution / active EE | $10,672 | $5,474+94.9% | $4,818+121.5% | $4,751+124.6% |
| Participant deferral / active EE | $7,231 | $6,519+10.9% | $5,680+27.3% | $6,710+7.8% |
| Admin fee / account holder | $264 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |