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 | $48,391 | $135,635-64.3% | $110,238-56.1% | $135,375-64.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.25% | 513.19%-522.4pp | 314.74%-324.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $6,295 | $4,906+28.3% | $3,826+64.5% | $4,779+31.7% |
| Participant deferral / active EE | $6,535 | $5,506+18.7% | $4,672+39.9% | $5,609+16.5% |
| Admin fee / account holder | $38 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |