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 3-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 | $17,472 | $88,751-80.3% | $81,812-78.6% | $145,922-88.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | -1.07% | 1025.40%-1026.5pp | 773.79%-774.9pp | 561.29%-562.4pp |
| Employer contribution / active EE | $2,967 | $3,083-3.8% | $2,912+1.9% | $4,660-36.3% |
| Participant deferral / active EE | $2,542 | $4,643-45.3% | $4,319-41.1% | $6,688-62.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |