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 | $150,946 | $197,825-23.7% | $155,790-3.1% | $125,391+20.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.63% | 86.74%-91.4pp | 71.54%-76.2pp | 282.22%-286.9pp |
| Employer contribution / active EE | $12,890 | $4,847+165.9% | $3,836+236.0% | $4,866+164.9% |
| Participant deferral / active EE | $24,000 | $5,630+326.3% | $4,797+400.3% | $5,352+348.5% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |