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 | $38,362 | $92,703-58.6% | $82,719-53.6% | $134,475-71.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -23.69% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,215 | $3,274-32.4% | $3,009-26.4% | $4,740-53.3% |
| Participant deferral / active EE | $12,676 | $4,802+164.0% | $4,395+188.4% | $6,400+98.1% |
| Admin fee / account holder | $232 | $5,983-96.1% | $5,329-95.6% | $11,426-98.0% |