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 | $42,077 | $180,449-76.7% | $154,107-72.7% | $135,375-68.9% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -10.61% | 888.09%-898.7pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,281 | $6,035-45.6% | $5,298-38.1% | $4,779-31.3% |
| Participant deferral / active EE | $8,525 | $5,806+46.8% | $5,081+67.8% | $5,609+52.0% |
| Admin fee / account holder | $120 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |