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 | $23,930 | $138,044-82.7% | $125,339-80.9% | $134,475-82.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.14% | 750.33%-773.5pp | 572.05%-595.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $3,898 | $5,243-25.7% | $4,814-19.0% | $4,740-17.7% |
| Participant deferral / active EE | $5,280 | $7,799-32.3% | $7,446-29.1% | $6,400-17.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |