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 | $85,918 | $202,318-57.5% | $172,739-50.3% | $152,861-43.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.60% | 1029.65%-1030.2pp | 802.84%-803.4pp | 345.32%-345.9pp |
| Employer contribution / active EE | $2,582 | $5,856-55.9% | $5,143-49.8% | $4,762-45.8% |
| Participant deferral / active EE | $5,624 | $5,948-5.4% | $5,198+8.2% | $5,850-3.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |