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 6-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 | $17,074 | $92,703-81.6% | $82,719-79.4% | $134,475-87.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -28.04% | 944.92%-973.0pp | 701.18%-729.2pp | 417.96%-446.0pp |
| Employer contribution / active EE | $2,215 | $3,274-32.3% | $3,009-26.4% | $4,740-53.3% |
| Participant deferral / active EE | $5,393 | $4,802+12.3% | $4,395+22.7% | $6,400-15.7% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |