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 | $15,065 | $97,757-84.6% | $83,848-82.0% | $135,375-88.9% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -14.01% | 1287.37%-1301.4pp | 850.88%-864.9pp | 519.73%-533.7pp |
| Employer contribution / active EE | $2,260 | $4,222-46.5% | $3,631-37.8% | $4,779-52.7% |
| Participant deferral / active EE | $9,411 | $4,682+101.0% | $4,082+130.6% | $5,609+67.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |