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 | $32,418 | $180,449-82.0% | $154,107-79.0% | $135,375-76.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.60% | 888.09%-900.7pp | 735.12%-747.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $6,214 | $6,035+3.0% | $5,298+17.3% | $4,779+30.0% |
| Participant deferral / active EE | $4,731 | $5,806-18.5% | $5,081-6.9% | $5,609-15.7% |
| Admin fee / account holder | $148 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |