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 | $20,619 | $138,044-85.1% | $125,339-83.5% | $134,475-84.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -26.54% | 750.33%-776.9pp | 572.05%-598.6pp | 417.96%-444.5pp |
| Employer contribution / active EE | $2,984 | $5,243-43.1% | $4,814-38.0% | $4,740-37.0% |
| Participant deferral / active EE | $7,839 | $7,799+0.5% | $7,446+5.3% | $6,400+22.5% |
| Admin fee / account holder | $69 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |