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 10-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 | $46,330 | $97,757-52.6% | $83,848-44.7% | $135,375-65.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.93% | 1287.37%-1301.3pp | 850.88%-864.8pp | 519.73%-533.7pp |
| Employer contribution / active EE | $2,049 | $4,222-51.5% | $3,631-43.6% | $4,779-57.1% |
| Participant deferral / active EE | $8,493 | $4,682+81.4% | $4,082+108.1% | $5,609+51.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |