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 5-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 | $9,500 | $92,703-89.8% | $82,719-88.5% | $134,475-92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -43.66% | 944.92%-988.6pp | 701.18%-744.8pp | 417.96%-461.6pp |
| Employer contribution / active EE | $3,545 | $3,274+8.3% | $3,009+17.8% | $4,740-25.2% |
| Participant deferral / active EE | $5,068 | $4,802+5.5% | $4,395+15.3% | $6,400-20.8% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |