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 | $104,827 | $138,065-24.1% | $123,544-15.2% | $135,375-22.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.81% | 153.68%-167.5pp | 119.20%-133.0pp | 519.73%-533.5pp |
| Employer contribution / active EE | $17,333 | $5,151+236.5% | $4,628+274.6% | $4,779+262.7% |
| Participant deferral / active EE | $14,000 | $6,799+105.9% | $6,426+117.9% | $5,609+149.6% |
| Admin fee / account holder | $60 | $10,916-99.5% | $9,284-99.4% | $10,827-99.4% |