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 | $51,630 | $97,757-47.2% | $83,848-38.4% | $135,375-61.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.81% | 1287.37%-1298.2pp | 850.88%-861.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $14,222 | $4,222+236.9% | $3,631+291.7% | $4,779+197.6% |
| Participant deferral / active EE | $8,167 | $4,682+74.4% | $4,082+100.1% | $5,609+45.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |