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 | $127,351 | $99,640+27.8% | $86,436+47.3% | $134,475-5.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.19% | 6782.58%-6805.8pp | 4394.89%-4418.1pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,190 | $4,400-50.2% | $3,769-41.9% | $4,740-53.8% |
| Participant deferral / active EE | $3,657 | $7,246-49.5% | $6,952-47.4% | $6,400-42.9% |
| Admin fee / account holder | $189 | $8,371-97.7% | $6,731-97.2% | $11,426-98.3% |