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 5-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 | $21,813 | $92,703-76.5% | $82,719-73.6% | $134,475-83.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -174.05% | 944.92%-1119.0pp | 701.18%-875.2pp | 417.96%-592.0pp |
| Employer contribution / active EE | $3,950 | $3,274+20.6% | $3,009+31.3% | $4,740-16.7% |
| Participant deferral / active EE | $12,874 | $4,802+168.1% | $4,395+192.9% | $6,400+101.2% |
| Admin fee / account holder | $54 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |