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 | $42,396 | $97,757-56.6% | $83,848-49.4% | $135,375-68.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.84% | 1287.37%-1301.2pp | 850.88%-864.7pp | 519.73%-533.6pp |
| Employer contribution / active EE | $5,133 | $4,222+21.6% | $3,631+41.4% | $4,779+7.4% |
| Participant deferral / active EE | $22,500 | $4,682+380.5% | $4,082+451.3% | $5,609+301.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |