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 5-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 | $3,665 | $84,402-95.7% | $61,373-94.0% | $134,475-97.3% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -29.95% | 584.55%-614.5pp | 338.61%-368.6pp | 417.96%-447.9pp |
| Employer contribution / active EE | $1,544 | $1,544-0.1% | $1,159+33.1% | $4,740-67.4% |
| Participant deferral / active EE | $1,544 | $2,819-45.2% | $2,125-27.4% | $6,400-75.9% |
| Admin fee / account holder | $16 | $2,585-99.4% | $2,130-99.2% | $11,426-99.9% |