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 9-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 | $100,413 | $138,044-27.3% | $125,339-19.9% | $134,475-25.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -21.81% | 750.33%-772.1pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,872 | $5,243-64.3% | $4,814-61.1% | $4,740-60.5% |
| Participant deferral / active EE | $14,116 | $7,799+81.0% | $7,446+89.6% | $6,400+120.6% |
| Admin fee / account holder | $57 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |