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 | $21,726 | $99,640-78.2% | $86,436-74.9% | $134,475-83.8% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -28.42% | 6782.58%-6811.0pp | 4394.89%-4423.3pp | 417.96%-446.4pp |
| Employer contribution / active EE | $3,521 | $4,400-20.0% | $3,769-6.6% | $4,740-25.7% |
| Participant deferral / active EE | $12,269 | $7,246+69.3% | $6,952+76.5% | $6,400+91.7% |
| Admin fee / account holder | $115 | $8,371-98.6% | $6,731-98.3% | $11,426-99.0% |