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 | $97,550 | $99,640-2.1% | $86,436+12.9% | $134,475-27.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.41% | 6782.58%-6805.0pp | 4394.89%-4417.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,124 | $4,400-51.7% | $3,769-43.6% | $4,740-55.2% |
| Participant deferral / active EE | $8,121 | $7,246+12.1% | $6,952+16.8% | $6,400+26.9% |
| Admin fee / account holder | $184 | $8,371-97.8% | $6,731-97.3% | $11,426-98.4% |