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 7-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 | $12,835 | $109,327-88.3% | $89,391-85.6% | $158,922-91.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -10.62% | 345.68%-356.3pp | 245.62%-256.2pp | 302.83%-313.4pp |
| Employer contribution / active EE | $1,047 | $3,170-67.0% | $2,586-59.5% | $4,761-78.0% |
| Participant deferral / active EE | $8,023 | $4,598+74.5% | $3,890+106.2% | $5,982+34.1% |
| Admin fee / account holder | $18 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |