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 | $49,037 | $100,852-51.4% | $90,404-45.8% | $158,922-69.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.31% | 1724.20%-1724.5pp | 1293.02%-1293.3pp | 302.83%-303.1pp |
| Employer contribution / active EE | $2,380 | $3,689-35.5% | $3,262-27.0% | $4,761-50.0% |
| Participant deferral / active EE | $3,561 | $4,348-18.1% | $3,963-10.2% | $5,982-40.5% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |