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 | $51,768 | $180,449-71.3% | $154,107-66.4% | $135,375-61.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.85% | 888.09%-899.9pp | 735.12%-747.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $6,930 | $6,035+14.8% | $5,298+30.8% | $4,779+45.0% |
| Participant deferral / active EE | $8,225 | $5,806+41.7% | $5,081+61.9% | $5,609+46.6% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |