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 5-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 | $52,707 | $148,534-64.5% | $135,903-61.2% | $139,434-62.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -1.37% | 79.19%-80.6pp | 68.23%-69.6pp | 372.94%-374.3pp |
| Employer contribution / active EE | $3,360 | $5,243-35.9% | $4,856-30.8% | $4,751-29.3% |
| Participant deferral / active EE | $20,552 | $8,100+153.7% | $7,758+164.9% | $6,710+206.3% |
| Admin fee / account holder | $244 | $12,400-98.0% | $10,762-97.7% | $11,403-97.9% |