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 | $40,693 | $97,757-58.4% | $83,848-51.5% | $135,375-69.9% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -9.70% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,528 | $4,222-40.1% | $3,631-30.4% | $4,779-47.1% |
| Participant deferral / active EE | $4,925 | $4,682+5.2% | $4,082+20.7% | $5,609-12.2% |
| Admin fee / account holder | $72 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |