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 | $28,116 | $135,635-79.3% | $110,238-74.5% | $135,375-79.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -9.69% | 513.19%-522.9pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,250 | $4,906-54.1% | $3,826-41.2% | $4,779-52.9% |
| Participant deferral / active EE | $4,389 | $5,506-20.3% | $4,672-6.1% | $5,609-21.8% |
| Admin fee / account holder | $116 | $11,457-99.0% | $8,547-98.6% | $10,827-98.9% |