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 | $34,126 | $138,065-75.3% | $123,544-72.4% | $135,375-74.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.62% | 153.68%-166.3pp | 119.20%-131.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $2,307 | $5,151-55.2% | $4,628-50.1% | $4,779-51.7% |
| Participant deferral / active EE | $6,888 | $6,799+1.3% | $6,426+7.2% | $5,609+22.8% |
| Admin fee / account holder | $123 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |