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 | $241,729 | $138,065+75.1% | $123,544+95.7% | $135,375+78.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.37% | 153.68%-164.1pp | 119.20%-129.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,653 | $5,151-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $16,906 | $6,799+148.7% | $6,426+163.1% | $5,609+201.4% |
| Admin fee / account holder | $80 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |