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 5-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 | $92,377 | $159,602-42.1% | $150,045-38.4% | $142,382-35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -0.34% | 70.24%-70.6pp | 62.55%-62.9pp | 217.08%-217.4pp |
| Employer contribution / active EE | $4,552 | $4,961-8.2% | $4,693-3.0% | $4,299+5.9% |
| Participant deferral / active EE | $7,079 | $8,310-14.8% | $7,997-11.5% | $6,507+8.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |