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 | $46,064 | $135,635-66.0% | $110,238-58.2% | $135,375-66.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.06% | 513.19%-522.2pp | 314.74%-323.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $12,232 | $4,906+149.3% | $3,826+219.7% | $4,779+156.0% |
| Participant deferral / active EE | $5,300 | $5,506-3.8% | $4,672+13.4% | $5,609-5.5% |
| Admin fee / account holder | $131 | $11,457-98.9% | $8,547-98.5% | $10,827-98.8% |