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 10-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 | $27,642 | $138,065-80.0% | $123,544-77.6% | $135,375-79.6% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -9.75% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,154 | $5,151-58.2% | $4,628-53.5% | $4,779-54.9% |
| Participant deferral / active EE | $3,846 | $6,799-43.4% | $6,426-40.1% | $5,609-31.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |