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 | $64,255 | $190,805-66.3% | $159,960-59.8% | $134,475-52.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.18% | 552.23%-573.4pp | 408.60%-429.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $6,258 | $4,995+25.3% | $4,226+48.1% | $4,740+32.0% |
| Participant deferral / active EE | $10,440 | $6,923+50.8% | $6,182+68.9% | $6,400+63.1% |
| Admin fee / account holder | $251 | $10,471-97.6% | $8,698-97.1% | $11,426-97.8% |