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 | $154,391 | $102,966+49.9% | $90,281+71.0% | $152,861+1.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | -4.01% | 95.16%-99.2pp | 78.10%-82.1pp | 345.32%-349.3pp |
| Employer contribution / active EE | $5,000 | $3,139+59.3% | $2,854+75.2% | $4,762+5.0% |
| Participant deferral / active EE | $3,960 | $4,281-7.5% | $3,885+1.9% | $5,850-32.3% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |