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 | $54,989 | $92,703-40.7% | $82,719-33.5% | $134,475-59.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -22.47% | 944.92%-967.4pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,298 | $3,274-60.4% | $3,009-56.9% | $4,740-72.6% |
| Participant deferral / active EE | $8,694 | $4,802+81.0% | $4,395+97.8% | $6,400+35.8% |
| Admin fee / account holder | $75 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |