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 10-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 | $49,033 | $185,200-73.5% | $142,863-65.7% | $167,490-70.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | -3.57% | 8555.70%-8559.3pp | 5637.54%-5641.1pp | 478.56%-482.1pp |
| Employer contribution / active EE | $2,333 | $5,604-58.4% | $4,144-43.7% | $4,837-51.8% |
| Participant deferral / active EE | $2,132 | $4,494-52.6% | $3,837-44.4% | $6,341-66.4% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |