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 | $232,648 | $150,440+54.6% | $136,294+70.7% | $147,584+57.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -2.03% | 1049.08%-1051.1pp | 5155.94%-5158.0pp | 578.55%-580.6pp |
| Employer contribution / active EE | $3,409 | $5,256-35.1% | $4,695-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $8,074 | $6,630+21.8% | $6,247+29.2% | $5,439+48.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |