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 9-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 | $130,855 | $92,703+41.2% | $82,719+58.2% | $134,475-2.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.59% | 944.92%-967.5pp | 701.18%-723.8pp | 417.96%-440.6pp |
| Employer contribution / active EE | $3,082 | $3,274-5.9% | $3,009+2.4% | $4,740-35.0% |
| Participant deferral / active EE | $11,325 | $4,802+135.8% | $4,395+157.7% | $6,400+77.0% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |