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 8-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 | $19,299 | $97,757-80.3% | $83,848-77.0% | $135,375-85.7% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -28.27% | 1287.37%-1315.6pp | 850.88%-879.1pp | 519.73%-548.0pp |
| Employer contribution / active EE | $8,589 | $4,222+103.5% | $3,631+136.6% | $4,779+79.7% |
| Participant deferral / active EE | $6,800 | $4,682+45.2% | $4,082+66.6% | $5,609+21.2% |
| Admin fee / account holder | $172 | $6,674-97.4% | $5,478-96.9% | $10,827-98.4% |