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 | $38,117 | $138,065-72.4% | $123,544-69.1% | $135,375-71.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -11.74% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $4,892 | $5,151-5.0% | $4,628+5.7% | $4,779+2.4% |
| Participant deferral / active EE | $13,285 | $6,799+95.4% | $6,426+106.8% | $5,609+136.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |