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 8-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 | $64,072 | $138,044-53.6% | $125,339-48.9% | $134,475-52.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.03% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,620 | $5,243-50.0% | $4,814-45.6% | $4,740-44.7% |
| Participant deferral / active EE | $14,590 | $7,799+87.1% | $7,446+95.9% | $6,400+128.0% |
| Admin fee / account holder | $266 | $11,571-97.7% | $10,010-97.3% | $11,426-97.7% |