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 | $95,246 | $135,635-29.8% | $110,238-13.6% | $135,375-29.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.12% | 513.19%-522.3pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,154 | $4,906-35.7% | $3,826-17.6% | $4,779-34.0% |
| Participant deferral / active EE | $9,761 | $5,506+77.3% | $4,672+108.9% | $5,609+74.0% |
| Admin fee / account holder | $8 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |