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 8-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 | $31,702 | $99,032-68.0% | $80,019-60.4% | $135,375-76.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1103.24% | 15.39%-1118.6pp | 11.22%-1114.5pp | 519.73%-1623.0pp |
| Employer contribution / active EE | $15,234 | $3,043+400.6% | $2,468+517.3% | $4,779+218.8% |
| Participant deferral / active EE | $17,859 | $4,282+317.1% | $3,686+384.6% | $5,609+218.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |