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 9-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 | $61,404 | $162,781-62.3% | $133,956-54.2% | $158,922-61.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.47% | 41.94%-44.4pp | 45.09%-47.6pp | 302.83%-305.3pp |
| Employer contribution / active EE | $9,851 | $4,975+98.0% | $3,919+151.4% | $4,761+106.9% |
| Participant deferral / active EE | $10,136 | $5,911+71.5% | $5,048+100.8% | $5,982+69.4% |
| Admin fee / account holder | $276 | $11,736-97.6% | $8,927-96.9% | $11,246-97.5% |