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 | $30,996 | $95,971-67.7% | $74,550-58.4% | $135,375-77.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.50% | 56.96%-67.5pp | 32.53%-43.0pp | 519.73%-530.2pp |
| Employer contribution / active EE | $14,067 | $2,716+417.9% | $1,961+617.3% | $4,779+194.4% |
| Participant deferral / active EE | $5,217 | $3,843+35.7% | $3,108+67.9% | $5,609-7.0% |
| Admin fee / account holder | $11 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |