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 5-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 | $36,636 | $190,805-80.8% | $159,960-77.1% | $134,475-72.8% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -21.31% | 552.23%-573.5pp | 408.60%-429.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $8,493 | $4,995+70.0% | $4,226+101.0% | $4,740+79.2% |
| Participant deferral / active EE | $6,455 | $6,923-6.8% | $6,182+4.4% | $6,400+0.9% |
| Admin fee / account holder | $207 | $10,471-98.0% | $8,698-97.6% | $11,426-98.2% |