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 | $142,569 | $138,065+3.3% | $123,544+15.4% | $135,375+5.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.04% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,565 | $5,151-30.8% | $4,628-23.0% | $4,779-25.4% |
| Participant deferral / active EE | $10,588 | $6,799+55.7% | $6,426+64.8% | $5,609+88.8% |
| Admin fee / account holder | $12 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |