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 | $55,534 | $175,202-68.3% | $149,673-62.9% | $139,434-60.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -14.22% | 166.71%-180.9pp | 134.42%-148.6pp | 372.94%-387.2pp |
| Employer contribution / active EE | $4,777 | $5,474-12.7% | $4,818-0.8% | $4,751+0.6% |
| Participant deferral / active EE | $6,677 | $6,519+2.4% | $5,680+17.5% | $6,710-0.5% |
| Admin fee / account holder | $77 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |