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 | $117,234 | $209,411-44.0% | $178,490-34.3% | $158,922-26.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -11.02% | 188.75%-199.8pp | 151.07%-162.1pp | 302.83%-313.8pp |
| Employer contribution / active EE | $9,230 | $5,706+61.7% | $5,011+84.2% | $4,761+93.9% |
| Participant deferral / active EE | $5,837 | $5,954-2.0% | $5,202+12.2% | $5,982-2.4% |
| Admin fee / account holder | $1 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |