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 | $90,009 | $90,600-0.7% | $79,464+13.3% | $135,375-33.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.47% | 977.43%-989.9pp | 718.14%-730.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $11,914 | $3,068+288.3% | $2,800+325.4% | $4,779+149.3% |
| Participant deferral / active EE | $7,954 | $4,050+96.4% | $3,704+114.7% | $5,609+41.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |