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 | $47,972 | $97,757-50.9% | $83,848-42.8% | $135,375-64.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.22% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,542 | $4,222-16.1% | $3,631-2.5% | $4,779-25.9% |
| Participant deferral / active EE | $5,007 | $4,682+6.9% | $4,082+22.7% | $5,609-10.7% |
| Admin fee / account holder | $174 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |