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 | $42,087 | $138,065-69.5% | $123,544-65.9% | $135,375-68.9% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -9.49% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,265 | $5,151-56.0% | $4,628-51.1% | $4,779-52.6% |
| Participant deferral / active EE | $4,898 | $6,799-28.0% | $6,426-23.8% | $5,609-12.7% |
| Admin fee / account holder | $105 | $10,916-99.0% | $9,284-98.9% | $10,827-99.0% |