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 5-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 | $55,399 | $138,044-59.9% | $125,339-55.8% | $134,475-58.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -38.47% | 750.33%-788.8pp | 572.05%-610.5pp | 417.96%-456.4pp |
| Employer contribution / active EE | $31,167 | $5,243+494.4% | $4,814+547.5% | $4,740+557.6% |
| Participant deferral / active EE | $13,750 | $7,799+76.3% | $7,446+84.7% | $6,400+114.9% |
| Admin fee / account holder | $189 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |