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 | $45,134 | $160,055-71.8% | $140,016-67.8% | $135,375-66.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.44% | 911.38%-920.8pp | 651.12%-660.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,042 | $6,420-68.2% | $5,606-63.6% | $4,779-57.3% |
| Participant deferral / active EE | $10,656 | $7,642+39.5% | $6,927+53.8% | $5,609+90.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |