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 10-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 | $71,656 | $197,825-63.8% | $155,790-54.0% | $125,391-42.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 76.1%-6.1pp | 83.2%-13.2pp |
| Annual return | -3.99% | 86.74%-90.7pp | 71.54%-75.5pp | 282.22%-286.2pp |
| Employer contribution / active EE | $570 | $4,847-88.2% | $3,836-85.1% | $4,866-88.3% |
| Participant deferral / active EE | $1,823 | $5,630-67.6% | $4,797-62.0% | $5,352-65.9% |
| Admin fee / account holder | $13 | $9,545-99.9% | $7,478-99.8% | $9,540-99.9% |