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 | $180,897 | $209,411-13.6% | $178,490+1.3% | $158,922+13.8% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | -4.39% | 188.75%-193.1pp | 151.07%-155.5pp | 302.83%-307.2pp |
| Employer contribution / active EE | $7,974 | $5,706+39.7% | $5,011+59.1% | $4,761+67.5% |
| Participant deferral / active EE | $6,264 | $5,954+5.2% | $5,202+20.4% | $5,982+4.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |