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 8-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 | $54,757 | $138,044-60.3% | $125,339-56.3% | $134,475-59.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.81% | 750.33%-773.1pp | 572.05%-594.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,660 | $5,243-68.3% | $4,814-65.5% | $4,740-65.0% |
| Participant deferral / active EE | $26,000 | $7,799+233.4% | $7,446+249.2% | $6,400+306.3% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |