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 | $43,028 | $138,065-68.8% | $123,544-65.2% | $135,375-68.2% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -9.46% | 153.68%-163.1pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $6,501 | $5,151+26.2% | $4,628+40.5% | $4,779+36.0% |
| Participant deferral / active EE | $4,009 | $6,799-41.0% | $6,426-37.6% | $5,609-28.5% |
| Admin fee / account holder | $244 | $10,916-97.8% | $9,284-97.4% | $10,827-97.7% |