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 10-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 | $68,872 | $180,449-61.8% | $154,107-55.3% | $135,375-49.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -10.45% | 888.09%-898.5pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,616 | $6,035-73.2% | $5,298-69.5% | $4,779-66.2% |
| Participant deferral / active EE | $4,269 | $5,806-26.5% | $5,081-16.0% | $5,609-23.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |