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 6-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 | $17,411 | $138,044-87.4% | $125,339-86.1% | $134,475-87.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.67% | 750.33%-775.0pp | 572.05%-596.7pp | 417.96%-442.6pp |
| Employer contribution / active EE | $4,518 | $5,243-13.8% | $4,814-6.2% | $4,740-4.7% |
| Participant deferral / active EE | $4,518 | $7,799-42.1% | $7,446-39.3% | $6,400-29.4% |
| Admin fee / account holder | $66 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |