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 | $120,659 | $67,823+77.9% | $52,425+130.2% | $137,256-12.1% |
| Participation rate | 78.9% | 63.9%+15.0pp | 55.6%+23.3pp | 80.0%-1.0pp |
| Annual return | -1.02% | 219.11%-220.1pp | 302.12%-303.1pp | 220.34%-221.4pp |
| Employer contribution / active EE | $495 | $1,163-57.4% | $914-45.8% | $4,156-88.1% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9 | $2,844-99.7% | $2,495-99.6% | $12,270-99.9% |