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 | $102,376 | $135,635-24.5% | $110,238-7.1% | $135,375-24.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.39% | 513.19%-524.6pp | 314.74%-326.1pp | 519.73%-531.1pp |
| Employer contribution / active EE | $11,737 | $4,906+139.2% | $3,826+206.7% | $4,779+145.6% |
| Participant deferral / active EE | $12,770 | $5,506+131.9% | $4,672+173.3% | $5,609+127.7% |
| Admin fee / account holder | $60 | $11,457-99.5% | $8,547-99.3% | $10,827-99.5% |