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 | $24,017 | $138,065-82.6% | $123,544-80.6% | $135,375-82.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.55% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $11,004 | $5,151+113.6% | $4,628+137.8% | $4,779+130.3% |
| Participant deferral / active EE | $11,591 | $6,799+70.5% | $6,426+80.4% | $5,609+106.7% |
| Admin fee / account holder | $70 | $10,916-99.4% | $9,284-99.2% | $10,827-99.4% |