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 | $61,833 | $168,632-63.3% | $147,614-58.1% | $125,391-50.7% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -4.38% | 77.65%-82.0pp | 61.98%-66.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,108 | $6,252-66.3% | $5,564-62.1% | $4,866-56.7% |
| Participant deferral / active EE | $8,261 | $5,507+50.0% | $4,895+68.8% | $5,352+54.4% |
| Admin fee / account holder | $265 | $13,580-98.1% | $11,611-97.7% | $9,540-97.2% |