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 | $52,062 | $138,065-62.3% | $123,544-57.9% | $135,375-61.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -32.74% | 153.68%-186.4pp | 119.20%-151.9pp | 519.73%-552.5pp |
| Employer contribution / active EE | $5,641 | $5,151+9.5% | $4,628+21.9% | $4,779+18.0% |
| Participant deferral / active EE | $15,850 | $6,799+133.1% | $6,426+146.7% | $5,609+182.6% |
| Admin fee / account holder | $198 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |