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 | $71,031 | $95,971-26.0% | $74,550-4.7% | $135,375-47.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -9.45% | 56.96%-66.4pp | 32.53%-42.0pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,561 | $2,716+31.1% | $1,961+81.6% | $4,779-25.5% |
| Participant deferral / active EE | $5,521 | $3,843+43.6% | $3,108+77.6% | $5,609-1.6% |
| Admin fee / account holder | $212 | $6,522-96.8% | $5,060-95.8% | $10,827-98.0% |