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 | $32,100 | $138,065-76.8% | $123,544-74.0% | $135,375-76.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -68.42% | 153.68%-222.1pp | 119.20%-187.6pp | 519.73%-588.2pp |
| Employer contribution / active EE | $2,962 | $5,151-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $7,390 | $6,799+8.7% | $6,426+15.0% | $5,609+31.8% |
| Admin fee / account holder | $32 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |