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 | $46,144 | $97,757-52.8% | $83,848-45.0% | $135,375-65.9% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -10.03% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,452 | $4,222-41.9% | $3,631-32.5% | $4,779-48.7% |
| Participant deferral / active EE | $2,878 | $4,682-38.5% | $4,082-29.5% | $5,609-48.7% |
| Admin fee / account holder | $286 | $6,674-95.7% | $5,478-94.8% | $10,827-97.4% |