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 | $25,778 | $138,044-81.3% | $125,339-79.4% | $134,475-80.8% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -24.61% | 750.33%-774.9pp | 572.05%-596.7pp | 417.96%-442.6pp |
| Employer contribution / active EE | $2,815 | $5,243-46.3% | $4,814-41.5% | $4,740-40.6% |
| Participant deferral / active EE | $9,730 | $7,799+24.8% | $7,446+30.7% | $6,400+52.0% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |