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 | $38,928 | $84,695-54.0% | $73,843-47.3% | $125,391-69.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.94% | 3123.53%-3128.5pp | 2267.84%-2272.8pp | 282.22%-287.2pp |
| Employer contribution / active EE | $2,597 | $3,123-16.9% | $2,787-6.8% | $4,866-46.6% |
| Participant deferral / active EE | $4,001 | $3,992+0.2% | $3,583+11.7% | $5,352-25.2% |
| Admin fee / account holder | $6 | $5,691-99.9% | $4,880-99.9% | $9,540-99.9% |