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 9-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 | $88,675 | $159,602-44.4% | $150,045-40.9% | $142,382-37.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | -14.04% | 70.24%-84.3pp | 62.55%-76.6pp | 217.08%-231.1pp |
| Employer contribution / active EE | $2,729 | $4,961-45.0% | $4,693-41.9% | $4,299-36.5% |
| Participant deferral / active EE | $13,972 | $8,310+68.1% | $7,997+74.7% | $6,507+114.7% |
| Admin fee / account holder | $96 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |