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 | $20,807 | $97,757-78.7% | $83,848-75.2% | $135,375-84.6% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | -11.98% | 1287.37%-1299.4pp | 850.88%-862.9pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,776 | $4,222-57.9% | $3,631-51.1% | $4,779-62.8% |
| Participant deferral / active EE | $5,232 | $4,682+11.7% | $4,082+28.2% | $5,609-6.7% |
| Admin fee / account holder | $160 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |