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 | $23,499 | $97,757-76.0% | $83,848-72.0% | $135,375-82.6% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -11.76% | 1287.37%-1299.1pp | 850.88%-862.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $3,234 | $4,222-23.4% | $3,631-10.9% | $4,779-32.3% |
| Participant deferral / active EE | $5,025 | $4,682+7.3% | $4,082+23.1% | $5,609-10.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |