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 | $60,829 | $102,966-40.9% | $90,281-32.6% | $152,861-60.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -3.03% | 95.16%-98.2pp | 78.10%-81.1pp | 345.32%-348.3pp |
| Employer contribution / active EE | $1,686 | $3,139-46.3% | $2,854-41.0% | $4,762-64.6% |
| Participant deferral / active EE | $8,626 | $4,281+101.5% | $3,885+122.0% | $5,850+47.4% |
| Admin fee / account holder | $271 | $6,171-95.6% | $5,351-94.9% | $11,596-97.7% |