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 6-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 | $180,299 | $92,703+94.5% | $82,719+118.0% | $134,475+34.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -33.30% | 944.92%-978.2pp | 701.18%-734.5pp | 417.96%-451.3pp |
| Employer contribution / active EE | $1,321 | $3,274-59.6% | $3,009-56.1% | $4,740-72.1% |
| Participant deferral / active EE | $6,958 | $4,802+44.9% | $4,395+58.3% | $6,400+8.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |