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 | $109,499 | $109,327+0.2% | $89,391+22.5% | $158,922-31.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.03% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.9pp |
| Employer contribution / active EE | $1,951 | $3,170-38.5% | $2,586-24.5% | $4,761-59.0% |
| Participant deferral / active EE | $2,302 | $4,598-49.9% | $3,890-40.8% | $5,982-61.5% |
| Admin fee / account holder | $97 | $6,153-98.4% | $4,881-98.0% | $11,246-99.1% |