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 | $42,155 | $90,600-53.5% | $79,464-47.0% | $135,375-68.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -12.37% | 977.43%-989.8pp | 718.14%-730.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $17,124 | $3,068+458.1% | $2,800+511.5% | $4,779+258.3% |
| Participant deferral / active EE | $2,765 | $4,050-31.7% | $3,704-25.3% | $5,609-50.7% |
| Admin fee / account holder | $30 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |