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 | $19,888 | $92,703-78.5% | $82,719-76.0% | $134,475-85.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -34.89% | 944.92%-979.8pp | 701.18%-736.1pp | 417.96%-452.9pp |
| Employer contribution / active EE | $5,547 | $3,274+69.4% | $3,009+84.4% | $4,740+17.0% |
| Participant deferral / active EE | $8,659 | $4,802+80.3% | $4,395+97.0% | $6,400+35.3% |
| Admin fee / account holder | $146 | $5,983-97.6% | $5,329-97.3% | $11,426-98.7% |