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 | $208,729 | $150,440+38.7% | $136,294+53.1% | $147,584+41.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -26.81% | 1049.08%-1075.9pp | 5155.94%-5182.7pp | 578.55%-605.4pp |
| Employer contribution / active EE | $36,095 | $5,256+586.7% | $4,695+668.7% | $4,876+640.2% |
| Participant deferral / active EE | $18,952 | $6,630+185.8% | $6,247+203.4% | $5,439+248.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |