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 6-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 | $26,571 | $176,056-84.9% | $159,436-83.3% | $167,490-84.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -8.42% | 331.75%-340.2pp | 263.57%-272.0pp | 478.56%-487.0pp |
| Employer contribution / active EE | $6,092 | $5,297+15.0% | $4,829+26.1% | $4,837+25.9% |
| Participant deferral / active EE | $8,372 | $7,750+8.0% | $7,352+13.9% | $6,341+32.0% |
| Admin fee / account holder | $71 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |