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 | $37,439 | $97,757-61.7% | $83,848-55.3% | $135,375-72.3% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -10.24% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,967 | $4,222-53.4% | $3,631-45.8% | $4,779-58.8% |
| Participant deferral / active EE | $4,907 | $4,682+4.8% | $4,082+20.2% | $5,609-12.5% |
| Admin fee / account holder | $238 | $6,674-96.4% | $5,478-95.7% | $10,827-97.8% |