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 | $36,794 | $177,572-79.3% | $154,803-76.2% | $142,382-74.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | -93.32% | 65.07%-158.4pp | 58.88%-152.2pp | 217.08%-310.4pp |
| Employer contribution / active EE | $8,412 | $4,810+74.9% | $4,305+95.4% | $4,299+95.7% |
| Participant deferral / active EE | $25,927 | $6,272+313.4% | $5,540+368.0% | $6,507+298.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |