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 | $99,421 | $183,592-45.8% | $155,567-36.1% | $145,959-31.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.04% | 61.24%-63.3pp | 64.74%-66.8pp | 561.95%-564.0pp |
| Employer contribution / active EE | $8,856 | $5,315+66.6% | $4,674+89.5% | $4,661+90.0% |
| Participant deferral / active EE | $7,500 | $6,464+16.0% | $5,628+33.3% | $6,689+12.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |