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 | $32,949 | $138,065-76.1% | $123,544-73.3% | $135,375-75.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -9.35% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,727 | $5,151-66.5% | $4,628-62.7% | $4,779-63.9% |
| Participant deferral / active EE | $3,560 | $6,799-47.6% | $6,426-44.6% | $5,609-36.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |