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 | $23,583 | $127,386-81.5% | $115,037-79.5% | $125,391-81.2% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -17967.22% | 31.28%-17998.5pp | 26.14%-17993.4pp | 282.22%-18249.4pp |
| Employer contribution / active EE | $1,149 | $5,166-77.8% | $4,608-75.1% | $4,866-76.4% |
| Participant deferral / active EE | $3,991,739 | $6,423+62047.2% | $6,026+66136.5% | $5,352+74491.0% |
| Admin fee / account holder | $47 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |