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 9-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 | $60,277 | $67,331-10.5% | $60,874-1.0% | $134,475-55.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.59% | 49.93%-75.5pp | 16.90%-42.5pp | 417.96%-443.6pp |
| Employer contribution / active EE | $10,894 | $3,096+251.8% | $2,701+303.3% | $4,740+129.8% |
| Participant deferral / active EE | $5,492 | $4,538+21.0% | $3,817+43.9% | $6,400-14.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |