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 | $33,225 | $168,632-80.3% | $147,614-77.5% | $125,391-73.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.20% | 77.65%-82.8pp | 61.98%-67.2pp | 282.22%-287.4pp |
| Employer contribution / active EE | $1,466 | $6,252-76.6% | $5,564-73.7% | $4,866-69.9% |
| Participant deferral / active EE | $1,899 | $5,507-65.5% | $4,895-61.2% | $5,352-64.5% |
| Admin fee / account holder | $120 | $13,580-99.1% | $11,611-99.0% | $9,540-98.7% |