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 | $73,280 | $90,600-19.1% | $79,464-7.8% | $135,375-45.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -13.03% | 977.43%-990.5pp | 718.14%-731.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,975 | $3,068-35.6% | $2,800-29.5% | $4,779-58.7% |
| Participant deferral / active EE | $5,689 | $4,050+40.5% | $3,704+53.6% | $5,609+1.4% |
| Admin fee / account holder | $9 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |