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 | $65,365 | $160,055-59.2% | $140,016-53.3% | $135,375-51.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -17.26% | 911.38%-928.6pp | 651.12%-668.4pp | 519.73%-537.0pp |
| Employer contribution / active EE | $15,484 | $6,420+141.2% | $5,606+176.2% | $4,779+224.0% |
| Participant deferral / active EE | $9,992 | $7,642+30.8% | $6,927+44.2% | $5,609+78.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |