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 | $57,492 | $92,703-38.0% | $82,719-30.5% | $134,475-57.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -21.09% | 944.92%-966.0pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,603 | $3,274+10.0% | $3,009+19.7% | $4,740-24.0% |
| Participant deferral / active EE | $9,643 | $4,802+100.8% | $4,395+119.4% | $6,400+50.7% |
| Admin fee / account holder | $47 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |