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 | $218,278 | $180,449+21.0% | $154,107+41.6% | $135,375+61.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.40% | 888.09%-901.5pp | 735.12%-748.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $19,497 | $6,035+223.1% | $5,298+268.0% | $4,779+308.0% |
| Participant deferral / active EE | $9,375 | $5,806+61.5% | $5,081+84.5% | $5,609+67.1% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |