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 | $150,080 | $92,703+61.9% | $82,719+81.4% | $134,475+11.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.01% | 944.92%-965.9pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,908 | $3,274-11.2% | $3,009-3.4% | $4,740-38.6% |
| Participant deferral / active EE | $10,165 | $4,802+111.7% | $4,395+131.3% | $6,400+58.8% |
| Admin fee / account holder | $53 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |