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 | $151,852 | $160,055-5.1% | $140,016+8.5% | $135,375+12.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -10.37% | 911.38%-921.7pp | 651.12%-661.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,471 | $6,420-77.1% | $5,606-73.8% | $4,779-69.2% |
| Participant deferral / active EE | $10,377 | $7,642+35.8% | $6,927+49.8% | $5,609+85.0% |
| Admin fee / account holder | $66 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |