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 | $80,659 | $109,327-26.2% | $89,391-9.8% | $158,922-49.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.17% | 345.68%-345.5pp | 245.62%-245.4pp | 302.83%-302.7pp |
| Employer contribution / active EE | $2,867 | $3,170-9.5% | $2,586+10.9% | $4,761-39.8% |
| Participant deferral / active EE | $9,720 | $4,598+111.4% | $3,890+149.9% | $5,982+62.5% |
| Admin fee / account holder | $131 | $6,153-97.9% | $4,881-97.3% | $11,246-98.8% |