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 6-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 | $98,593 | $138,065-28.6% | $123,544-20.2% | $135,375-27.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -14.60% | 153.68%-168.3pp | 119.20%-133.8pp | 519.73%-534.3pp |
| Employer contribution / active EE | $2,126 | $5,151-58.7% | $4,628-54.1% | $4,779-55.5% |
| Participant deferral / active EE | $4,951 | $6,799-27.2% | $6,426-23.0% | $5,609-11.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |