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 | $133,767 | $138,044-3.1% | $125,339+6.7% | $134,475-0.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.76% | 750.33%-772.1pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $27,357 | $5,243+421.8% | $4,814+468.3% | $4,740+477.2% |
| Participant deferral / active EE | $14,418 | $7,799+84.9% | $7,446+93.6% | $6,400+125.3% |
| Admin fee / account holder | $103 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |