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 9-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 | $76,464 | $138,065-44.6% | $123,544-38.1% | $135,375-43.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -12.60% | 153.68%-166.3pp | 119.20%-131.8pp | 519.73%-532.3pp |
| Employer contribution / active EE | $2,836 | $5,151-44.9% | $4,628-38.7% | $4,779-40.7% |
| Participant deferral / active EE | $6,598 | $6,799-3.0% | $6,426+2.7% | $5,609+17.6% |
| Admin fee / account holder | $273 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |