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 6-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 | $46,688 | $111,535-58.1% | $105,223-55.6% | $137,256-66.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -3.46% | 237.85%-241.3pp | 180.65%-184.1pp | 220.34%-223.8pp |
| Employer contribution / active EE | $3,263 | $3,939-17.2% | $3,689-11.5% | $4,156-21.5% |
| Participant deferral / active EE | $10,958 | $5,500+99.2% | $5,072+116.1% | $6,407+71.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |