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 | $9,787 | $90,600-89.2% | $79,464-87.7% | $135,375-92.8% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -19.83% | 977.43%-997.3pp | 718.14%-738.0pp | 519.73%-539.6pp |
| Employer contribution / active EE | $1,693 | $3,068-44.8% | $2,800-39.5% | $4,779-64.6% |
| Participant deferral / active EE | $3,523 | $4,050-13.0% | $3,704-4.9% | $5,609-37.2% |
| Admin fee / account holder | $16 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |