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 10-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 | $68,036 | $101,283-32.8% | $75,826-10.3% | $135,375-49.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -11.01% | 3384.62%-3395.6pp | 1914.15%-1925.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,823 | $2,382-23.5% | $1,913-4.7% | $4,779-61.9% |
| Participant deferral / active EE | $6,613 | $3,469+90.6% | $2,862+131.0% | $5,609+17.9% |
| Admin fee / account holder | $25 | $6,539-99.6% | $4,726-99.5% | $10,827-99.8% |