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 9-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 | $42,803 | $135,635-68.4% | $110,238-61.2% | $135,375-68.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -10.41% | 513.19%-523.6pp | 314.74%-325.1pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,341 | $4,906-52.3% | $3,826-38.8% | $4,779-51.0% |
| Participant deferral / active EE | $9,559 | $5,506+73.6% | $4,672+104.6% | $5,609+70.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |