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 | $132,871 | $98,750+34.6% | $149,696-11.2% | $79,858+66.4% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | -0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,803 | $3,216+18.2% | $4,644-18.1% | $2,471+53.9% |
| Participant deferral / active EE | $5,282 | $5,680-7.0% | $6,842-22.8% | $3,740+41.2% |
| Admin fee / account holder | $224 | $6,053-96.3% | $9,309-97.6% | $5,306-95.8% |