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 | $111,535+37.4% | $105,223+45.7% | $137,256+11.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -2.83% | 237.85%-240.7pp | 180.65%-183.5pp | 220.34%-223.2pp |
| Employer contribution / active EE | $1,032 | $3,939-73.8% | $3,689-72.0% | $4,156-75.2% |
| Participant deferral / active EE | $6,510 | $5,500+18.4% | $5,072+28.4% | $6,407+1.6% |
| Admin fee / account holder | $17 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |