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 | $31,067 | $138,065-77.5% | $123,544-74.9% | $135,375-77.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.00% | 153.68%-169.7pp | 119.20%-135.2pp | 519.73%-535.7pp |
| Employer contribution / active EE | $11,599 | $5,151+125.2% | $4,628+150.6% | $4,779+142.7% |
| Participant deferral / active EE | $9,661 | $6,799+42.1% | $6,426+50.3% | $5,609+72.2% |
| Admin fee / account holder | $186 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |