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 | $29,200 | $138,044-78.8% | $125,339-76.7% | $134,475-78.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.61% | 750.33%-775.9pp | 572.05%-597.7pp | 417.96%-443.6pp |
| Employer contribution / active EE | $5,481 | $5,243+4.5% | $4,814+13.9% | $4,740+15.6% |
| Participant deferral / active EE | $9,615 | $7,799+23.3% | $7,446+29.1% | $6,400+50.2% |
| Admin fee / account holder | $105 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |