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 3-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 | $31,971 | $189,613-83.1% | $167,512-80.9% | $142,382-77.5% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | -82.99% | 2024.68%-2107.7pp | 1615.79%-1698.8pp | 217.08%-300.1pp |
| Employer contribution / active EE | $2,754 | $4,349-36.7% | $3,882-29.1% | $4,299-36.0% |
| Participant deferral / active EE | $22,266 | $6,981+218.9% | $6,405+247.7% | $6,507+242.2% |
| Admin fee / account holder | $194 | $10,528-98.2% | $9,769-98.0% | $12,624-98.5% |