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 | $21,609 | $92,703-76.7% | $82,719-73.9% | $134,475-83.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -268.29% | 944.92%-1213.2pp | 701.18%-969.5pp | 417.96%-686.3pp |
| Employer contribution / active EE | $2,361 | $3,274-27.9% | $3,009-21.5% | $4,740-50.2% |
| Participant deferral / active EE | $15,433 | $4,802+221.4% | $4,395+251.1% | $6,400+141.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |