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 | $41,616 | $90,600-54.1% | $79,464-47.6% | $135,375-69.3% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -10.10% | 977.43%-987.5pp | 718.14%-728.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,242 | $3,068-26.9% | $2,800-19.9% | $4,779-53.1% |
| Participant deferral / active EE | $4,769 | $4,050+17.8% | $3,704+28.8% | $5,609-15.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |