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 | $30,452 | $155,788-80.5% | $124,672-75.6% | $167,490-81.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | -1.89% | 17.97%-19.9pp | 5142.93%-5144.8pp | 478.56%-480.5pp |
| Employer contribution / active EE | $6,437 | $4,163+54.6% | $3,324+93.7% | $4,837+33.1% |
| Participant deferral / active EE | $3,714 | $5,673-34.5% | $4,614-19.5% | $6,341-41.4% |
| Admin fee / account holder | $15 | $9,531-99.8% | $7,493-99.8% | $12,309-99.9% |