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 | $43,752 | $180,449-75.8% | $154,107-71.6% | $135,375-67.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.91% | 888.09%-899.0pp | 735.12%-746.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $5,108 | $6,035-15.4% | $5,298-3.6% | $4,779+6.9% |
| Participant deferral / active EE | $3,766 | $5,806-35.1% | $5,081-25.9% | $5,609-32.9% |
| Admin fee / account holder | $253 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |