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 | $65,292 | $135,635-51.9% | $110,238-40.8% | $135,375-51.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -10.08% | 513.19%-523.3pp | 314.74%-324.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,807 | $4,906-63.2% | $3,826-52.8% | $4,779-62.2% |
| Participant deferral / active EE | $9,276 | $5,506+68.4% | $4,672+98.5% | $5,609+65.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |