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 | $42,302 | $95,561-55.7% | $77,163-45.2% | $139,434-69.7% |
| Participation rate | 72.7% | 73.9%-1.2pp | 69.6%+3.2pp | 80.3%-7.6pp |
| Annual return | -17.94% | 54.92%-72.9pp | 37.87%-55.8pp | 372.94%-390.9pp |
| Employer contribution / active EE | $2,069 | $3,147-34.3% | $2,535-18.4% | $4,751-56.5% |
| Participant deferral / active EE | $6,462 | $4,624+39.8% | $3,833+68.6% | $6,710-3.7% |
| Admin fee / account holder | $226 | $8,295-97.3% | $5,472-95.9% | $11,403-98.0% |