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 9-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 | $15,082 | $97,757-84.6% | $83,848-82.0% | $135,375-88.9% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -20.11% | 1287.37%-1307.5pp | 850.88%-871.0pp | 519.73%-539.8pp |
| Employer contribution / active EE | $1,185 | $4,222-71.9% | $3,631-67.4% | $4,779-75.2% |
| Participant deferral / active EE | $8,080 | $4,682+72.6% | $4,082+98.0% | $5,609+44.1% |
| Admin fee / account holder | $119 | $6,674-98.2% | $5,478-97.8% | $10,827-98.9% |