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 5-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 | $7,211 | $92,703-92.2% | $82,719-91.3% | $134,475-94.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -21.56% | 944.92%-966.5pp | 701.18%-722.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,509 | $3,274-53.9% | $3,009-49.9% | $4,740-68.2% |
| Participant deferral / active EE | $1,700 | $4,802-64.6% | $4,395-61.3% | $6,400-73.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |