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 | $52,206 | $176,056-70.3% | $159,436-67.3% | $167,490-68.8% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 0.13% | 331.75%-331.6pp | 263.57%-263.4pp | 478.56%-478.4pp |
| Employer contribution / active EE | $5,556 | $5,297+4.9% | $4,829+15.0% | $4,837+14.8% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |