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 | $42,559 | $138,065-69.2% | $123,544-65.6% | $135,375-68.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -48.90% | 153.68%-202.6pp | 119.20%-168.1pp | 519.73%-568.6pp |
| Employer contribution / active EE | $3,454 | $5,151-33.0% | $4,628-25.4% | $4,779-27.7% |
| Participant deferral / active EE | $16,575 | $6,799+143.8% | $6,426+158.0% | $5,609+195.5% |
| Admin fee / account holder | $17 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |