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 | $130,649 | $112,881+15.7% | $90,951+43.6% | $158,922-17.8% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | -0.02% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,393 | $2,893+17.3% | $2,122+59.9% | $4,761-28.7% |
| Participant deferral / active EE | $8,380 | $4,128+103.0% | $3,373+148.5% | $5,982+40.1% |
| Admin fee / account holder | $58 | $8,041-99.3% | $5,959-99.0% | $11,246-99.5% |