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 | $90,698 | $97,757-7.2% | $83,848+8.2% | $135,375-33.0% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -10.74% | 1287.37%-1298.1pp | 850.88%-861.6pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,621 | $4,222-61.6% | $3,631-55.4% | $4,779-66.1% |
| Participant deferral / active EE | $4,247 | $4,682-9.3% | $4,082+4.0% | $5,609-24.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |