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 | $57,014 | $95,971-40.6% | $74,550-23.5% | $135,375-57.9% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -9.48% | 56.96%-66.4pp | 32.53%-42.0pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,055 | $2,716-24.3% | $1,961+4.8% | $4,779-57.0% |
| Participant deferral / active EE | $4,508 | $3,843+17.3% | $3,108+45.1% | $5,609-19.6% |
| Admin fee / account holder | $208 | $6,522-96.8% | $5,060-95.9% | $10,827-98.1% |