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 | $39,188 | $157,256-75.1% | $141,162-72.2% | $152,861-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -2.51% | 64.32%-66.8pp | 71.39%-73.9pp | 345.32%-347.8pp |
| Employer contribution / active EE | $5,754 | $5,261+9.4% | $4,735+21.5% | $4,762+20.8% |
| Participant deferral / active EE | $6,227 | $7,109-12.4% | $6,709-7.2% | $5,850+6.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |