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 4-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 | $36,588 | $76,785-52.3% | $56,441-35.2% | $145,959-74.9% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | -1.13% | 3000.51%-3001.6pp | 1704.21%-1705.3pp | 561.95%-563.1pp |
| Employer contribution / active EE | $470 | $1,381-66.0% | $1,039-54.8% | $4,661-89.9% |
| Participant deferral / active EE | $6,571 | $2,624+150.5% | $1,953+236.5% | $6,689-1.8% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |