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 | $27,942 | $135,635-79.4% | $110,238-74.7% | $135,375-79.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -10.22% | 513.19%-523.4pp | 314.74%-325.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,175 | $4,906-55.7% | $3,826-43.2% | $4,779-54.5% |
| Participant deferral / active EE | $3,473 | $5,506-36.9% | $4,672-25.7% | $5,609-38.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |