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 | $55,919 | $180,449-69.0% | $154,107-63.7% | $135,375-58.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -9.49% | 888.09%-897.6pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $4,377 | $6,035-27.5% | $5,298-17.4% | $4,779-8.4% |
| Participant deferral / active EE | $3,682 | $5,806-36.6% | $5,081-27.5% | $5,609-34.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |