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 | $54,264 | $209,411-74.1% | $178,490-69.6% | $158,922-65.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -9.29% | 188.75%-198.0pp | 151.07%-160.4pp | 302.83%-312.1pp |
| Employer contribution / active EE | $5,611 | $5,706-1.7% | $5,011+12.0% | $4,761+17.9% |
| Participant deferral / active EE | $3,598 | $5,954-39.6% | $5,202-30.8% | $5,982-39.9% |
| Admin fee / account holder | $163 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |