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 | $20,726 | $138,065-85.0% | $123,544-83.2% | $135,375-84.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -26.72% | 153.68%-180.4pp | 119.20%-145.9pp | 519.73%-546.5pp |
| Employer contribution / active EE | $3,441 | $5,151-33.2% | $4,628-25.6% | $4,779-28.0% |
| Participant deferral / active EE | $4,730 | $6,799-30.4% | $6,426-26.4% | $5,609-15.7% |
| Admin fee / account holder | $213 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |