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 | $37,287 | $97,757-61.9% | $83,848-55.5% | $135,375-72.5% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -11.29% | 1287.37%-1298.7pp | 850.88%-862.2pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,118 | $4,222-26.1% | $3,631-14.1% | $4,779-34.7% |
| Participant deferral / active EE | $8,893 | $4,682+89.9% | $4,082+117.9% | $5,609+58.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |