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 | $175,072 | $90,600+93.2% | $79,464+120.3% | $135,375+29.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.84% | 977.43%-987.3pp | 718.14%-728.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $13,831 | $3,068+350.8% | $2,800+393.9% | $4,779+189.4% |
| Participant deferral / active EE | $17,963 | $4,050+343.5% | $3,704+385.0% | $5,609+220.3% |
| Admin fee / account holder | $55 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |