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 | $26,520 | $97,757-72.9% | $83,848-68.4% | $135,375-80.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.03% | 1287.37%-1302.4pp | 850.88%-865.9pp | 519.73%-534.8pp |
| Employer contribution / active EE | $5,170 | $4,222+22.5% | $3,631+42.4% | $4,779+8.2% |
| Participant deferral / active EE | $22,708 | $4,682+385.0% | $4,082+456.3% | $5,609+304.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |