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 | $26,214 | $97,757-73.2% | $83,848-68.7% | $135,375-80.6% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | -9.90% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,099 | $4,222-50.3% | $3,631-42.2% | $4,779-56.1% |
| Participant deferral / active EE | $5,306 | $4,682+13.3% | $4,082+30.0% | $5,609-5.4% |
| Admin fee / account holder | $207 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |