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.
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 | $21,144 | $100,773-79.0% | $88,946-76.2% | $142,382-85.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -9.10% | 70.18%-79.3pp | 57.82%-66.9pp | 217.08%-226.2pp |
| Employer contribution / active EE | $4,903 | $2,918+68.0% | $2,555+91.9% | $4,299+14.0% |
| Participant deferral / active EE | $6,714 | $5,230+28.4% | $4,581+46.6% | $6,507+3.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |