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 | $40,438 | $135,635-70.2% | $110,238-63.3% | $135,375-70.1% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -11.79% | 513.19%-525.0pp | 314.74%-326.5pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,809 | $4,906-63.1% | $3,826-52.7% | $4,779-62.2% |
| Participant deferral / active EE | $5,524 | $5,506+0.3% | $4,672+18.2% | $5,609-1.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |