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 3-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 | $34,780 | $142,344-75.6% | $119,609-70.9% | $134,475-74.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -73.67% | -12.44%-61.2pp | -14.97%-58.7pp | 417.96%-491.6pp |
| Employer contribution / active EE | $1,914 | $5,222-63.3% | $4,232-54.8% | $4,740-59.6% |
| Participant deferral / active EE | $32,000 | $6,469+394.6% | $5,602+471.2% | $6,400+400.0% |
| Admin fee / account holder | $87 | $13,584-99.4% | $10,323-99.2% | $11,426-99.2% |