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 | $145,092 | $135,635+7.0% | $110,238+31.6% | $135,375+7.2% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.8%-0.9pp | 82.6%-3.7pp |
| Annual return | -9.80% | 513.19%-523.0pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $7,590 | $4,906+54.7% | $3,826+98.4% | $4,779+58.8% |
| Participant deferral / active EE | $6,101 | $5,506+10.8% | $4,672+30.6% | $5,609+8.8% |
| Admin fee / account holder | $72 | $11,457-99.4% | $8,547-99.2% | $10,827-99.3% |