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 | $20,960 | $95,971-78.2% | $74,550-71.9% | $135,375-84.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.99% | 56.96%-67.0pp | 32.53%-42.5pp | 519.73%-529.7pp |
| Employer contribution / active EE | $5,900 | $2,716+117.2% | $1,961+200.9% | $4,779+23.5% |
| Participant deferral / active EE | $6,411 | $3,843+66.8% | $3,108+106.3% | $5,609+14.3% |
| Admin fee / account holder | $112 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |