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 7-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 | $12,345 | $92,703-86.7% | $82,719-85.1% | $134,475-90.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.58% | 944.92%-969.5pp | 701.18%-725.8pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,906 | $3,274-41.8% | $3,009-36.7% | $4,740-59.8% |
| Participant deferral / active EE | $5,444 | $4,802+13.4% | $4,395+23.9% | $6,400-14.9% |
| Admin fee / account holder | $41 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |