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 | $16,029 | $107,791-85.1% | $90,645-82.3% | $135,375-88.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -86.07% | -0.90%-85.2pp | 1.88%-88.0pp | 519.73%-605.8pp |
| Employer contribution / active EE | $3,962 | $3,018+31.3% | $2,532+56.5% | $4,779-17.1% |
| Participant deferral / active EE | $11,854 | $3,872+206.1% | $3,425+246.1% | $5,609+111.3% |
| Admin fee / account holder | $56 | $5,930-99.1% | $4,994-98.9% | $10,827-99.5% |