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 | $26,491 | $190,805-86.1% | $159,960-83.4% | $134,475-80.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -36.74% | 552.23%-589.0pp | 408.60%-445.3pp | 417.96%-454.7pp |
| Employer contribution / active EE | $16,411 | $4,995+228.5% | $4,226+288.4% | $4,740+246.3% |
| Participant deferral / active EE | $9,253 | $6,923+33.7% | $6,182+49.7% | $6,400+44.6% |
| Admin fee / account holder | $76 | $10,471-99.3% | $8,698-99.1% | $11,426-99.3% |