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 | $76,329 | $97,757-21.9% | $83,848-9.0% | $135,375-43.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -9.76% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,680 | $4,222-60.2% | $3,631-53.7% | $4,779-64.8% |
| Participant deferral / active EE | $4,135 | $4,682-11.7% | $4,082+1.3% | $5,609-26.3% |
| Admin fee / account holder | $120 | $6,674-98.2% | $5,478-97.8% | $10,827-98.9% |