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 9-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 | $51,511 | $160,055-67.8% | $140,016-63.2% | $135,375-61.9% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -9.48% | 911.38%-920.9pp | 651.12%-660.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,470 | $6,420-61.5% | $5,606-55.9% | $4,779-48.3% |
| Participant deferral / active EE | $9,836 | $7,642+28.7% | $6,927+42.0% | $5,609+75.4% |
| Admin fee / account holder | $101 | $13,328-99.2% | $10,705-99.1% | $10,827-99.1% |