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 | $20,783 | $82,664-74.9% | $125,339-83.4% | $68,494-69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -41.56% | -5.97%-35.6pp | 572.05%-613.6pp | -7.84%-33.7pp |
| Employer contribution / active EE | $9,349 | $3,381+176.5% | $4,814+94.2% | $2,596+260.1% |
| Participant deferral / active EE | $14,715 | $6,110+140.8% | $7,446+97.6% | $4,027+265.4% |
| Admin fee / account holder | $191 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |