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 | $35,000 | $135,635-74.2% | $110,238-68.3% | $135,375-74.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.95% | 513.19%-522.1pp | 314.74%-323.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,054 | $4,906-37.8% | $3,826-20.2% | $4,779-36.1% |
| Participant deferral / active EE | $4,098 | $5,506-25.6% | $4,672-12.3% | $5,609-26.9% |
| Admin fee / account holder | $128 | $11,457-98.9% | $8,547-98.5% | $10,827-98.8% |