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 | $215,287 | $97,757+120.2% | $83,848+156.8% | $135,375+59.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.65% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,696 | $4,222-12.5% | $3,631+1.8% | $4,779-22.7% |
| Participant deferral / active EE | $10,375 | $4,682+121.6% | $4,082+154.2% | $5,609+85.0% |
| Admin fee / account holder | $26 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |