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 | $21,074 | $138,065-84.7% | $123,544-82.9% | $135,375-84.4% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -11.05% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,914 | $5,151-62.8% | $4,628-58.6% | $4,779-59.9% |
| Participant deferral / active EE | $5,982 | $6,799-12.0% | $6,426-6.9% | $5,609+6.7% |
| Admin fee / account holder | $260 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |