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 | $87,554 | $105,998-17.4% | $92,233-5.1% | $147,584-40.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -8.76% | 50.05%-58.8pp | 176.28%-185.0pp | 578.55%-587.3pp |
| Employer contribution / active EE | $887 | $4,333-79.5% | $3,679-75.9% | $4,876-81.8% |
| Participant deferral / active EE | $7,816 | $4,478+74.5% | $3,897+100.6% | $5,439+43.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |