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 | $128,420 | $160,055-19.8% | $140,016-8.3% | $135,375-5.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -11.77% | 911.38%-923.1pp | 651.12%-662.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $7,655 | $6,420+19.2% | $5,606+36.6% | $4,779+60.2% |
| Participant deferral / active EE | $15,156 | $7,642+98.3% | $6,927+118.8% | $5,609+170.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |