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 | $144,719 | $159,901-9.5% | $146,958-1.5% | $145,922-0.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.22% | 98.13%-101.4pp | 418.34%-421.6pp | 561.29%-564.5pp |
| Employer contribution / active EE | $2,079 | $5,286-60.7% | $4,933-57.9% | $4,660-55.4% |
| Participant deferral / active EE | $16,500 | $8,428+95.8% | $8,070+104.5% | $6,688+146.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |