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 | $161,062 | $190,805-15.6% | $159,960+0.7% | $134,475+19.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.38% | 552.23%-577.6pp | 408.60%-434.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $2,475 | $4,995-50.5% | $4,226-41.4% | $4,740-47.8% |
| Participant deferral / active EE | $8,250 | $6,923+19.2% | $6,182+33.4% | $6,400+28.9% |
| Admin fee / account holder | $50 | $10,471-99.5% | $8,698-99.4% | $11,426-99.6% |