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 5-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 | $170,788 | $90,503+88.7% | $78,689+117.0% | $273,961-37.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -89.33% | 75.60%-164.9pp | 62.18%-151.5pp | 41.45%-130.8pp |
| Employer contribution / active EE | $56,951 | $3,176+1693.3% | $2,851+1897.9% | $4,869+1069.7% |
| Participant deferral / active EE | $68,391 | $3,901+1653.1% | $3,517+1844.7% | $5,287+1193.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |