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 | $46,244 | $135,635-65.9% | $110,238-58.1% | $135,375-65.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.00% | 513.19%-523.2pp | 314.74%-324.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,354 | $4,906-31.6% | $3,826-12.3% | $4,779-29.8% |
| Participant deferral / active EE | $7,700 | $5,506+39.8% | $4,672+64.8% | $5,609+37.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |