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 5-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 | $153,294 | $114,381+34.0% | $107,525+42.6% | $142,382+7.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -2.83% | 242.71%-245.5pp | 181.32%-184.1pp | 217.08%-219.9pp |
| Employer contribution / active EE | $1,032 | $4,015-74.3% | $3,754-72.5% | $4,299-76.0% |
| Participant deferral / active EE | $6,510 | $5,564+17.0% | $5,116+27.3% | $6,5070% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |