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 | $19,600 | $138,044-85.8% | $125,339-84.4% | $134,475-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.98% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,332 | $5,243-55.5% | $4,814-51.6% | $4,740-50.8% |
| Participant deferral / active EE | $11,553 | $7,799+48.1% | $7,446+55.1% | $6,400+80.5% |
| Admin fee / account holder | $138 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |