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 | $36,611 | $190,805-80.8% | $159,960-77.1% | $134,475-72.8% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -26.62% | 552.23%-578.9pp | 408.60%-435.2pp | 417.96%-444.6pp |
| Employer contribution / active EE | $2,698 | $4,995-46.0% | $4,226-36.2% | $4,740-43.1% |
| Participant deferral / active EE | $3,199 | $6,923-53.8% | $6,182-48.2% | $6,400-50.0% |
| Admin fee / account holder | $155 | $10,471-98.5% | $8,698-98.2% | $11,426-98.6% |