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 | $146,246 | $96,635+51.3% | $86,612+68.9% | $139,434+4.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -5.92% | 106.41%-112.3pp | 591.07%-597.0pp | 372.94%-378.9pp |
| Employer contribution / active EE | $9,798 | $3,263+200.3% | $3,022+224.2% | $4,751+106.2% |
| Participant deferral / active EE | $10,105 | $4,836+108.9% | $4,438+127.7% | $6,710+50.6% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |