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 | $3,189 | $27,641-88.5% | $61,373-94.8% | $68,494-95.3% |
| Participation rate | 80.0% | 39.5%+40.5pp | 52.6%+27.4pp | 67.9%+12.1pp |
| Annual return | -202.59% | -13.24%-189.4pp | 338.61%-541.2pp | -7.84%-194.7pp |
| Employer contribution / active EE | $2,308 | $695+231.9% | $1,159+99.1% | $2,596-11.1% |
| Participant deferral / active EE | $695 | $1,263-45.0% | $2,125-67.3% | $4,027-82.7% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,130-99.6% | $5,403-99.8% |