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 | $134,498 | $138,044-2.6% | $125,339+7.3% | $134,4750% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.92% | 750.33%-775.2pp | 572.05%-597.0pp | 417.96%-442.9pp |
| Employer contribution / active EE | $5,777 | $5,243+10.2% | $4,814+20.0% | $4,740+21.9% |
| Participant deferral / active EE | $12,524 | $7,799+60.6% | $7,446+68.2% | $6,400+95.7% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |