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 | $70,969 | $202,318-64.9% | $172,739-58.9% | $152,861-53.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.45% | 1029.65%-1030.1pp | 802.84%-803.3pp | 345.32%-345.8pp |
| Employer contribution / active EE | $7,201 | $5,856+23.0% | $5,143+40.0% | $4,762+51.2% |
| Participant deferral / active EE | $7,119 | $5,948+19.7% | $5,198+37.0% | $5,850+21.7% |
| Admin fee / account holder | $95 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |