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 7-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 | $42,539 | $138,044-69.2% | $125,339-66.1% | $134,475-68.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -22.94% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $4,424 | $5,243-15.6% | $4,814-8.1% | $4,740-6.7% |
| Participant deferral / active EE | $9,513 | $7,799+22.0% | $7,446+27.8% | $6,400+48.6% |
| Admin fee / account holder | $275 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |