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 3-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 | $75,208 | $99,877-24.7% | $84,966-11.5% | $145,922-48.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -23.04% | 83.76%-106.8pp | 66.38%-89.4pp | 561.29%-584.3pp |
| Employer contribution / active EE | $4,640 | $3,231+43.6% | $2,727+70.1% | $4,660-0.4% |
| Participant deferral / active EE | $23,000 | $5,291+334.7% | $4,519+408.9% | $6,688+243.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |