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 | $127,008 | $99,079+28.2% | $77,999+62.8% | $273,961-53.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -7.55% | 217.93%-225.5pp | 425.96%-433.5pp | 41.45%-49.0pp |
| Employer contribution / active EE | $5,527 | $3,308+67.1% | $2,470+123.7% | $4,869+13.5% |
| Participant deferral / active EE | $2,697 | $4,306-37.4% | $3,497-22.9% | $5,287-49.0% |
| Admin fee / account holder | $206 | $8,954-97.7% | $5,480-96.3% | $10,132-98.0% |