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 | $196,820 | $99,079+98.6% | $77,999+152.3% | $273,961-28.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -11.70% | 217.93%-229.6pp | 425.96%-437.7pp | 41.45%-53.2pp |
| Employer contribution / active EE | $725 | $3,308-78.1% | $2,470-70.6% | $4,869-85.1% |
| Participant deferral / active EE | $12,094 | $4,306+180.9% | $3,497+245.9% | $5,287+128.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |