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 8-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 | $205,078 | $185,200+10.7% | $142,863+43.5% | $167,490+22.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | -0.08% | 8555.70%-8555.8pp | 5637.54%-5637.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $534 | $5,604-90.5% | $4,144-87.1% | $4,837-89.0% |
| Participant deferral / active EE | $17,333 | $4,494+285.7% | $3,837+351.7% | $6,341+173.3% |
| Admin fee / account holder | $33 | $8,031-99.6% | $6,560-99.5% | $12,309-99.7% |