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 6-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 | $96,953 | $209,411-53.7% | $178,490-45.7% | $158,922-39.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.20% | 188.75%-188.6pp | 151.07%-150.9pp | 302.83%-302.6pp |
| Employer contribution / active EE | $2,174 | $5,706-61.9% | $5,011-56.6% | $4,761-54.3% |
| Participant deferral / active EE | $4,086 | $5,954-31.4% | $5,202-21.4% | $5,982-31.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |