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 | $24,262 | $138,065-82.4% | $123,544-80.4% | $135,375-82.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -11.95% | 153.68%-165.6pp | 119.20%-131.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $2,578 | $5,151-50.0% | $4,628-44.3% | $4,779-46.0% |
| Participant deferral / active EE | $3,811 | $6,799-44.0% | $6,426-40.7% | $5,609-32.1% |
| Admin fee / account holder | $30 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |