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 8-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 | $21,248 | $138,065-84.6% | $123,544-82.8% | $135,375-84.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.18% | 153.68%-172.9pp | 119.20%-138.4pp | 519.73%-538.9pp |
| Employer contribution / active EE | $3,030 | $5,151-41.2% | $4,628-34.5% | $4,779-36.6% |
| Participant deferral / active EE | $14,211 | $6,799+109.0% | $6,426+121.2% | $5,609+153.4% |
| Admin fee / account holder | $53 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |