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 | $44,479 | $138,044-67.8% | $125,339-64.5% | $134,475-66.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.13% | 750.33%-772.5pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,854 | $5,243-45.6% | $4,814-40.7% | $4,740-39.8% |
| Participant deferral / active EE | $5,325 | $7,799-31.7% | $7,446-28.5% | $6,400-16.8% |
| Admin fee / account holder | $215 | $11,571-98.1% | $10,010-97.9% | $11,426-98.1% |