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 | $174,056 | $168,632+3.2% | $147,614+17.9% | $125,391+38.8% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -3.80% | 77.65%-81.5pp | 61.98%-65.8pp | 282.22%-286.0pp |
| Employer contribution / active EE | $4,800 | $6,252-23.2% | $5,564-13.7% | $4,866-1.4% |
| Participant deferral / active EE | $3,984 | $5,507-27.6% | $4,895-18.6% | $5,352-25.5% |
| Admin fee / account holder | -$1,088 | $13,580-108.0% | $11,611-109.4% | $9,540-111.4% |