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 | $104,530 | $160,055-34.7% | $140,016-25.3% | $135,375-22.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -10.32% | 911.38%-921.7pp | 651.12%-661.4pp | 519.73%-530.1pp |
| Employer contribution / active EE | $50,101 | $6,420+680.4% | $5,606+793.7% | $4,779+948.4% |
| Participant deferral / active EE | $17,711 | $7,642+131.8% | $6,927+155.7% | $5,609+215.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |