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 | $14,283 | $152,509-90.6% | $117,472-87.8% | $134,475-89.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -25.95% | 52.99%-78.9pp | 29.74%-55.7pp | 417.96%-443.9pp |
| Employer contribution / active EE | $5,201 | $5,571-6.6% | $4,176+24.6% | $4,740+9.7% |
| Participant deferral / active EE | $6,998 | $4,818+45.2% | $4,070+71.9% | $6,400+9.3% |
| Admin fee / account holder | $233 | $7,004-96.7% | $5,645-95.9% | $11,426-98.0% |