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 | $54,222 | $190,805-71.6% | $159,960-66.1% | $134,475-59.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -27.81% | 552.23%-580.0pp | 408.60%-436.4pp | 417.96%-445.8pp |
| Employer contribution / active EE | $7,010 | $4,995+40.3% | $4,226+65.9% | $4,740+47.9% |
| Participant deferral / active EE | $28,722 | $6,923+314.9% | $6,182+364.6% | $6,400+348.8% |
| Admin fee / account holder | $185 | $10,471-98.2% | $8,698-97.9% | $11,426-98.4% |