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 7-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 | $96,008 | $109,817-12.6% | $98,442-2.5% | $167,490-42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -8.45% | 1956.69%-1965.1pp | 1492.73%-1501.2pp | 478.56%-487.0pp |
| Employer contribution / active EE | $15,842 | $3,224+391.4% | $2,960+435.2% | $4,837+227.5% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,341+105.0% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |