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 | $15,281 | $99,640-84.7% | $86,436-82.3% | $134,475-88.6% |
| Participation rate | 78.6% | 82.0%-3.5pp | 80.3%-1.8pp | 81.2%-2.7pp |
| Annual return | -24.76% | 6782.58%-6807.3pp | 4394.89%-4419.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $3,932 | $4,400-10.6% | $3,769+4.3% | $4,740-17.0% |
| Participant deferral / active EE | $7,611 | $7,246+5.0% | $6,952+9.5% | $6,400+18.9% |
| Admin fee / account holder | $25 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |