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 5-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 | $28,193 | $138,044-79.6% | $125,339-77.5% | $134,475-79.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.85% | 750.33%-776.2pp | 572.05%-597.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $3,166 | $5,243-39.6% | $4,814-34.2% | $4,740-33.2% |
| Participant deferral / active EE | $14,495 | $7,799+85.9% | $7,446+94.7% | $6,400+126.5% |
| Admin fee / account holder | $110 | $11,571-99.1% | $10,010-98.9% | $11,426-99.0% |