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 6-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 | $58,921 | $138,044-57.3% | $125,339-53.0% | $134,475-56.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.37% | 750.33%-779.7pp | 572.05%-601.4pp | 417.96%-447.3pp |
| Employer contribution / active EE | $13,080 | $5,243+149.5% | $4,814+171.7% | $4,740+176.0% |
| Participant deferral / active EE | $13,667 | $7,799+75.2% | $7,446+83.5% | $6,400+113.6% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |