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 | $19,086 | $84,402-77.4% | $61,373-68.9% | $134,475-85.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -32.32% | 584.55%-616.9pp | 338.61%-370.9pp | 417.96%-450.3pp |
| Employer contribution / active EE | $4,320 | $1,544+179.7% | $1,159+272.6% | $4,740-8.9% |
| Participant deferral / active EE | $9,360 | $2,819+232.0% | $2,125+340.5% | $6,400+46.3% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |