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 | $31,240 | $135,635-77.0% | $110,238-71.7% | $135,375-76.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.14% | 513.19%-526.3pp | 314.74%-327.9pp | 519.73%-532.9pp |
| Employer contribution / active EE | $4,015 | $4,906-18.2% | $3,826+4.9% | $4,779-16.0% |
| Participant deferral / active EE | $17,438 | $5,506+216.7% | $4,672+273.2% | $5,609+210.9% |
| Admin fee / account holder | $86 | $11,457-99.2% | $8,547-99.0% | $10,827-99.2% |