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 | $90,319 | $138,044-34.6% | $125,339-27.9% | $134,475-32.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.25% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,601 | $5,243-50.4% | $4,814-46.0% | $4,740-45.1% |
| Participant deferral / active EE | $8,387 | $7,799+7.5% | $7,446+12.6% | $6,400+31.1% |
| Admin fee / account holder | $287 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |