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 | $71,043 | $100,852-29.6% | $90,404-21.4% | $158,922-55.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | -62.12% | 1724.20%-1786.3pp | 1293.02%-1355.1pp | 302.83%-364.9pp |
| Employer contribution / active EE | $6,005 | $3,689+62.8% | $3,262+84.1% | $4,761+26.1% |
| Participant deferral / active EE | $9,784 | $4,348+125.0% | $3,963+146.9% | $5,982+63.6% |
| Admin fee / account holder | $119 | $6,501-98.2% | $5,611-97.9% | $11,246-98.9% |