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 4-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 | $76,827 | $169,032-54.5% | $129,207-40.5% | $145,922-47.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -9.25% | 14330.11%-14339.4pp | 9417.33%-9426.6pp | 561.29%-570.5pp |
| Employer contribution / active EE | $4,100 | $5,537-25.9% | $4,153-1.3% | $4,660-12.0% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,168+265.9% | $6,688+128.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |