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 | $130,851 | $202,318-35.3% | $172,739-24.2% | $152,861-14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.62% | 1029.65%-1031.3pp | 802.84%-804.5pp | 345.32%-346.9pp |
| Employer contribution / active EE | $5,880 | $5,856+0.4% | $5,143+14.3% | $4,762+23.5% |
| Participant deferral / active EE | $21,400 | $5,948+259.8% | $5,198+311.7% | $5,850+265.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |