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 4-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 | $28,693 | $138,044-79.2% | $125,339-77.1% | $134,475-78.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -317.43% | 750.33%-1067.8pp | 572.05%-889.5pp | 417.96%-735.4pp |
| Employer contribution / active EE | $21,763 | $5,243+315.1% | $4,814+352.1% | $4,740+359.2% |
| Participant deferral / active EE | $10,317 | $7,799+32.3% | $7,446+38.5% | $6,400+61.2% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |