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 6-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 | $52,974 | $138,044-61.6% | $125,339-57.7% | $134,475-60.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.27% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $14,449 | $5,243+175.6% | $4,814+200.2% | $4,740+204.8% |
| Participant deferral / active EE | $10,170 | $7,799+30.4% | $7,446+36.6% | $6,400+58.9% |
| Admin fee / account holder | $224 | $11,571-98.1% | $10,010-97.8% | $11,426-98.0% |