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 | $27,593 | $138,065-80.0% | $123,544-77.7% | $135,375-79.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.86% | 153.68%-172.5pp | 119.20%-138.1pp | 519.73%-538.6pp |
| Employer contribution / active EE | $1,253 | $5,151-75.7% | $4,628-72.9% | $4,779-73.8% |
| Participant deferral / active EE | $16,271 | $6,799+139.3% | $6,426+153.2% | $5,609+190.1% |
| Admin fee / account holder | $155 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |