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 | $2,815 | $84,402-96.7% | $61,373-95.4% | $134,475-97.9% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -29.99% | 584.55%-614.5pp | 338.61%-368.6pp | 417.96%-447.9pp |
| Employer contribution / active EE | $801 | $1,544-48.1% | $1,159-30.9% | $4,740-83.1% |
| Participant deferral / active EE | $1,843 | $2,819-34.6% | $2,125-13.3% | $6,400-71.2% |
| Admin fee / account holder | $7 | $2,585-99.7% | $2,130-99.7% | $11,426-99.9% |