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 7-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 | $111,035 | $102,616+8.2% | $81,983+35.4% | $158,922-30.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -5.92% | 61.04%-67.0pp | 41.31%-47.2pp | 302.83%-308.7pp |
| Employer contribution / active EE | $3,120 | $3,240-3.7% | $2,498+24.9% | $4,761-34.5% |
| Participant deferral / active EE | $4,800 | $4,648+3.3% | $3,722+29.0% | $5,982-19.8% |
| Admin fee / account holder | $284 | $8,235-96.6% | $5,664-95.0% | $11,246-97.5% |