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 | $37,568 | $82,664-54.6% | $125,339-70.0% | $68,494-45.2% |
| Participation rate | 82.1% | 75.0%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -20.15% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,717 | $3,381-49.2% | $4,814-64.3% | $2,596-33.9% |
| Participant deferral / active EE | $3,400 | $6,110-44.4% | $7,446-54.3% | $4,027-15.6% |
| Admin fee / account holder | $243 | $6,275-96.1% | $10,010-97.6% | $5,403-95.5% |