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 | $17,645 | $190,805-90.8% | $159,960-89.0% | $134,475-86.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.56% | 552.23%-575.8pp | 408.60%-432.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $7,336 | $4,995+46.9% | $4,226+73.6% | $4,740+54.8% |
| Participant deferral / active EE | $10,002 | $6,923+44.5% | $6,182+61.8% | $6,400+56.3% |
| Admin fee / account holder | $217 | $10,471-97.9% | $8,698-97.5% | $11,426-98.1% |