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 | $64,172 | $217,402-70.5% | $185,823-65.5% | $167,490-61.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.36% | 148.36%-148.7pp | 122.05%-122.4pp | 478.56%-478.9pp |
| Employer contribution / active EE | $3,226 | $5,873-45.1% | $5,167-37.6% | $4,837-33.3% |
| Participant deferral / active EE | $17,401 | $6,356+173.8% | $5,568+212.5% | $6,341+174.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |