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 | $35,105 | $160,055-78.1% | $140,016-74.9% | $135,375-74.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.47% | 911.38%-920.8pp | 651.12%-660.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $13,440 | $6,420+109.3% | $5,606+139.7% | $4,779+181.2% |
| Participant deferral / active EE | $7,486 | $7,642-2.0% | $6,927+8.1% | $5,609+33.5% |
| Admin fee / account holder | $250 | $13,328-98.1% | $10,705-97.7% | $10,827-97.7% |