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 | $47,954 | $138,065-65.3% | $123,544-61.2% | $135,375-64.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.80% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $4,331 | $5,151-15.9% | $4,628-6.4% | $4,779-9.4% |
| Participant deferral / active EE | $8,908 | $6,799+31.0% | $6,426+38.6% | $5,609+58.8% |
| Admin fee / account holder | $115 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |