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 | $101,819 | $81,632+24.7% | $70,449+44.5% | $158,922-35.9% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.1%+13.8pp | 82.0%+6.9pp |
| Annual return | -2.97% | 208.40%-211.4pp | 109.03%-112.0pp | 302.83%-305.8pp |
| Employer contribution / active EE | $3,859 | $3,217+20.0% | $2,737+41.0% | $4,761-18.9% |
| Participant deferral / active EE | $8,681 | $4,554+90.6% | $3,709+134.1% | $5,982+45.1% |
| Admin fee / account holder | $85 | $6,193-98.6% | $3,845-97.8% | $11,246-99.2% |