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 | $79,795 | $138,065-42.2% | $123,544-35.4% | $135,375-41.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.60% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,160 | $5,151-58.1% | $4,628-53.3% | $4,779-54.8% |
| Participant deferral / active EE | $15,410 | $6,799+126.6% | $6,426+139.8% | $5,609+174.7% |
| Admin fee / account holder | $60 | $10,916-99.5% | $9,284-99.4% | $10,827-99.4% |