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 7-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 | $39,974 | $92,703-56.9% | $82,719-51.7% | $134,475-70.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -24.35% | 944.92%-969.3pp | 701.18%-725.5pp | 417.96%-442.3pp |
| Employer contribution / active EE | $3,948 | $3,274+20.6% | $3,009+31.2% | $4,740-16.7% |
| Participant deferral / active EE | $4,007 | $4,802-16.6% | $4,395-8.8% | $6,400-37.4% |
| Admin fee / account holder | $5 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |