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 | $25,484 | $97,757-73.9% | $83,848-69.6% | $135,375-81.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.90% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,662 | $4,222-13.3% | $3,631+0.9% | $4,779-23.4% |
| Participant deferral / active EE | $7,758 | $4,682+65.7% | $4,082+90.1% | $5,609+38.3% |
| Admin fee / account holder | $230 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |