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 | $7,545 | $88,594-91.5% | $70,092-89.2% | $134,475-94.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.87% | 442.67%-465.5pp | 190.73%-213.6pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,920 | $3,233-40.6% | $2,559-25.0% | $4,740-59.5% |
| Participant deferral / active EE | $4,425 | $4,772-7.3% | $3,849+15.0% | $6,400-30.9% |
| Admin fee / account holder | $23 | $10,441-99.8% | $6,267-99.6% | $11,426-99.8% |