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 10-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 | $52,050 | $92,703-43.9% | $82,719-37.1% | $134,475-61.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.69% | 944.92%-967.6pp | 701.18%-723.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,629 | $3,274-50.2% | $3,009-45.9% | $4,740-65.6% |
| Participant deferral / active EE | $5,335 | $4,802+11.1% | $4,395+21.4% | $6,400-16.6% |
| Admin fee / account holder | $1 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |