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.
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 | $123,032 | $159,934-23.1% | $147,005-16.3% | $145,959-15.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.09% | 98.24%-101.3pp | 418.76%-421.9pp | 561.95%-565.0pp |
| Employer contribution / active EE | $11,729 | $5,287+121.8% | $4,934+137.7% | $4,661+151.7% |
| Participant deferral / active EE | $15,333 | $8,427+81.9% | $8,070+90.0% | $6,689+129.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |