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 | $40,236 | $97,757-58.8% | $83,848-52.0% | $135,375-70.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -10.47% | 1287.37%-1297.8pp | 850.88%-861.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,974 | $4,222-29.6% | $3,631-18.1% | $4,779-37.8% |
| Participant deferral / active EE | $3,637 | $4,682-22.3% | $4,082-10.9% | $5,609-35.2% |
| Admin fee / account holder | $35 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |