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 | $78,798 | $160,055-50.8% | $140,016-43.7% | $135,375-41.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.34% | 911.38%-923.7pp | 651.12%-663.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $2,822 | $6,420-56.0% | $5,606-49.7% | $4,779-40.9% |
| Participant deferral / active EE | $11,882 | $7,642+55.5% | $6,927+71.5% | $5,609+111.8% |
| Admin fee / account holder | $19 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |