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 | $74,228 | $102,616-27.7% | $81,983-9.5% | $158,922-53.3% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.2%+23.1pp | 82.0%+10.3pp |
| Annual return | -0.07% | 61.04%-61.1pp | 41.31%-41.4pp | 302.83%-302.9pp |
| Employer contribution / active EE | $2,511 | $3,240-22.5% | $2,498+0.5% | $4,761-47.3% |
| Participant deferral / active EE | $6,178 | $4,648+32.9% | $3,722+66.0% | $5,982+3.3% |
| Admin fee / account holder | $133 | $8,235-98.4% | $5,664-97.7% | $11,246-98.8% |