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 | $72,435 | $138,044-47.5% | $125,339-42.2% | $134,475-46.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -28.95% | 750.33%-779.3pp | 572.05%-601.0pp | 417.96%-446.9pp |
| Employer contribution / active EE | $2,305 | $5,243-56.0% | $4,814-52.1% | $4,740-51.4% |
| Participant deferral / active EE | $5,078 | $7,799-34.9% | $7,446-31.8% | $6,400-20.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |