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 | $190,195 | $123,909+53.5% | $69,647+173.1% | $145,922+30.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.5%+22.4pp | 80.3%+8.6pp |
| Annual return | -23.18% | 190.55%-213.7pp | 100.48%-123.7pp | 561.29%-584.5pp |
| Employer contribution / active EE | $1,821 | $2,682-32.1% | $1,712+6.3% | $4,660-60.9% |
| Participant deferral / active EE | $2,187 | $4,236-48.4% | $2,886-24.2% | $6,688-67.3% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |