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 | $98,503 | $180,449-45.4% | $154,107-36.1% | $135,375-27.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.26% | 888.09%-905.4pp | 735.12%-752.4pp | 519.73%-537.0pp |
| Employer contribution / active EE | $9,662 | $6,035+60.1% | $5,298+82.4% | $4,779+102.2% |
| Participant deferral / active EE | $6,189 | $5,806+6.6% | $5,081+21.8% | $5,609+10.3% |
| Admin fee / account holder | $221 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |