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 | $120,945 | $89,355+35.4% | $141,162-14.3% | $72,985+65.7% |
| Participation rate | 86.1% | 75.1%+11.0pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | -0.07% | 111.85%-111.9pp | 71.39%-71.5pp | 81.00%-81.1pp |
| Employer contribution / active EE | $7,236 | $3,114+132.3% | $4,735+52.8% | $2,440+196.6% |
| Participant deferral / active EE | $13,564 | $5,418+150.3% | $6,709+102.2% | $3,607+276.0% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |