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 | $63,068 | $84,527-25.4% | $67,711-6.9% | $125,391-49.7% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | -46.03% | 2.57%-48.6pp | 25.41%-71.4pp | 282.22%-328.3pp |
| Employer contribution / active EE | $26,159 | $3,292+694.7% | $2,559+922.2% | $4,866+437.6% |
| Participant deferral / active EE | $13,882 | $4,429+213.4% | $3,585+287.2% | $5,352+159.4% |
| Admin fee / account holder | $16 | $5,340-99.7% | $4,255-99.6% | $9,540-99.8% |