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 | $118,978 | $90,600+31.3% | $79,464+49.7% | $135,375-12.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -11.14% | 977.43%-988.6pp | 718.14%-729.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $7,333 | $3,068+139.0% | $2,800+161.8% | $4,779+53.4% |
| Participant deferral / active EE | $15,375 | $4,050+279.6% | $3,704+315.1% | $5,609+174.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |