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 | $25,952 | $82,630-68.6% | $64,105-59.5% | $125,391-79.3% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | -3.82% | 1489.72%-1493.5pp | 791.24%-795.1pp | 282.22%-286.0pp |
| Employer contribution / active EE | $2,360 | $2,671-11.7% | $1,820+29.7% | $4,866-51.5% |
| Participant deferral / active EE | $4,803 | $3,608+33.1% | $2,822+70.2% | $5,352-10.3% |
| Admin fee / account holder | $49 | $6,382-99.2% | $4,499-98.9% | $9,540-99.5% |