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 | $89,762 | $180,449-50.3% | $154,107-41.8% | $135,375-33.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.99% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $14,622 | $6,035+142.3% | $5,298+176.0% | $4,779+206.0% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |