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 9-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 | $50,880 | $138,065-63.1% | $123,544-58.8% | $135,375-62.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.17% | 153.68%-167.9pp | 119.20%-133.4pp | 519.73%-533.9pp |
| Employer contribution / active EE | $10,309 | $5,151+100.1% | $4,628+122.8% | $4,779+115.7% |
| Participant deferral / active EE | $15,547 | $6,799+128.7% | $6,426+142.0% | $5,609+177.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |