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 5-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 | $22,899 | $92,703-75.3% | $82,719-72.3% | $134,475-83.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -22.85% | 944.92%-967.8pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $3,516 | $3,274+7.4% | $3,009+16.9% | $4,740-25.8% |
| Participant deferral / active EE | $9,793 | $4,802+103.9% | $4,395+122.8% | $6,400+53.0% |
| Admin fee / account holder | $235 | $5,983-96.1% | $5,329-95.6% | $11,426-97.9% |