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 | $27,245 | $138,065-80.3% | $123,544-77.9% | $135,375-79.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -11.84% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $3,840 | $5,151-25.5% | $4,628-17.0% | $4,779-19.6% |
| Participant deferral / active EE | $7,072 | $6,799+4.0% | $6,426+10.1% | $5,609+26.1% |
| Admin fee / account holder | $160 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |