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 | $8,374 | $92,703-91.0% | $82,719-89.9% | $134,475-93.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -45.36% | 944.92%-990.3pp | 701.18%-746.5pp | 417.96%-463.3pp |
| Employer contribution / active EE | $2,506 | $3,274-23.5% | $3,009-16.7% | $4,740-47.1% |
| Participant deferral / active EE | $5,377 | $4,802+12.0% | $4,395+22.3% | $6,400-16.0% |
| Admin fee / account holder | $128 | $5,983-97.9% | $5,329-97.6% | $11,426-98.9% |