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 4-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 | $11,016 | $117,690-90.6% | $71,735-84.6% | $134,475-91.8% |
| Participation rate | 91.7% | 68.8%+22.8pp | 62.3%+29.4pp | 81.2%+10.4pp |
| Annual return | -183.42% | 25.44%-208.9pp | 9.14%-192.6pp | 417.96%-601.4pp |
| Employer contribution / active EE | $15,271 | $2,525+504.9% | $1,704+796.2% | $4,740+222.2% |
| Participant deferral / active EE | $2,229 | $3,759-40.7% | $2,658-16.1% | $6,400-65.2% |
| Admin fee / account holder | $94 | $6,379-98.5% | $3,974-97.6% | $11,426-99.2% |