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 | $83,326 | $99,020-15.8% | $86,590-3.8% | $147,584-43.5% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | -11.63% | 1312.34%-1324.0pp | 964.84%-976.5pp | 578.55%-590.2pp |
| Employer contribution / active EE | $551 | $3,132-82.4% | $2,839-80.6% | $4,876-88.7% |
| Participant deferral / active EE | $1,300 | $3,972-67.3% | $3,609-64.0% | $5,439-76.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |