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 | $11,363 | $90,600-87.5% | $79,464-85.7% | $135,375-91.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -24.20% | 977.43%-1001.6pp | 718.14%-742.3pp | 519.73%-543.9pp |
| Employer contribution / active EE | $3,336 | $3,068+8.7% | $2,800+19.1% | $4,779-30.2% |
| Participant deferral / active EE | $5,264 | $4,050+30.0% | $3,704+42.1% | $5,609-6.2% |
| Admin fee / account holder | $35 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |