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 | $27,166 | $90,600-70.0% | $79,464-65.8% | $135,375-79.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -9.91% | 977.43%-987.3pp | 718.14%-728.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,407 | $3,068-54.1% | $2,800-49.8% | $4,779-70.6% |
| Participant deferral / active EE | $4,544 | $4,050+12.2% | $3,704+22.7% | $5,609-19.0% |
| Admin fee / account holder | $41 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |