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 | $76,424 | $99,640-23.3% | $86,436-11.6% | $134,475-43.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -21.44% | 6782.58%-6804.0pp | 4394.89%-4416.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,205 | $4,400-27.2% | $3,769-15.0% | $4,740-32.4% |
| Participant deferral / active EE | $9,650 | $7,246+33.2% | $6,952+38.8% | $6,400+50.8% |
| Admin fee / account holder | $221 | $8,371-97.4% | $6,731-96.7% | $11,426-98.1% |