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 | $67,741 | $160,055-57.7% | $140,016-51.6% | $135,375-50.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -17.46% | 911.38%-928.8pp | 651.12%-668.6pp | 519.73%-537.2pp |
| Employer contribution / active EE | $16,055 | $6,420+150.1% | $5,606+186.4% | $4,779+236.0% |
| Participant deferral / active EE | $9,660 | $7,642+26.4% | $6,927+39.5% | $5,609+72.2% |
| Admin fee / account holder | $254 | $13,328-98.1% | $10,705-97.6% | $10,827-97.7% |