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 4-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 | $10,596 | $92,703-88.6% | $82,719-87.2% | $134,475-92.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.70% | 944.92%-977.6pp | 701.18%-733.9pp | 417.96%-450.7pp |
| Employer contribution / active EE | $1,017 | $3,274-68.9% | $3,009-66.2% | $4,740-78.5% |
| Participant deferral / active EE | $6,259 | $4,802+30.3% | $4,395+42.4% | $6,400-2.2% |
| Admin fee / account holder | $100 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |