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 7-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 | $45,845 | $138,044-66.8% | $125,339-63.4% | $134,475-65.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.17% | 750.33%-778.5pp | 572.05%-600.2pp | 417.96%-446.1pp |
| Employer contribution / active EE | $7,442 | $5,243+41.9% | $4,814+54.6% | $4,740+57.0% |
| Participant deferral / active EE | $8,474 | $7,799+8.7% | $7,446+13.8% | $6,400+32.4% |
| Admin fee / account holder | $12 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |