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 7-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 | $31,934 | $135,635-76.5% | $110,238-71.0% | $135,375-76.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -10.39% | 513.19%-523.6pp | 314.74%-325.1pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,404 | $4,906-51.0% | $3,826-37.2% | $4,779-49.7% |
| Participant deferral / active EE | $4,953 | $5,506-10.1% | $4,672+6.0% | $5,609-11.7% |
| Admin fee / account holder | $274 | $11,457-97.6% | $8,547-96.8% | $10,827-97.5% |