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 | $99,847 | $138,065-27.7% | $123,544-19.2% | $135,375-26.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.08% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $8,050 | $5,151+56.3% | $4,628+74.0% | $4,779+68.5% |
| Participant deferral / active EE | $21,575 | $6,799+217.3% | $6,426+235.8% | $5,609+284.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |