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 9-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 | $90,687 | $138,065-34.3% | $123,544-26.6% | $135,375-33.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.39% | 153.68%-168.1pp | 119.20%-133.6pp | 519.73%-534.1pp |
| Employer contribution / active EE | $25,662 | $5,151+398.2% | $4,628+454.5% | $4,779+437.0% |
| Participant deferral / active EE | $11,942 | $6,799+75.6% | $6,426+85.9% | $5,609+112.9% |
| Admin fee / account holder | $219 | $10,916-98.0% | $9,284-97.6% | $10,827-98.0% |