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 4-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 | $34,380 | $82,286-58.2% | $68,791-50.0% | $134,475-74.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -443.72% | -2.19%-441.5pp | -6.38%-437.3pp | 417.96%-861.7pp |
| Employer contribution / active EE | $2,181 | $3,301-33.9% | $2,655-17.9% | $4,740-54.0% |
| Participant deferral / active EE | $25,308 | $4,739+434.1% | $3,941+542.1% | $6,400+295.4% |
| Admin fee / account holder | $71 | $6,481-98.9% | $4,932-98.6% | $11,426-99.4% |