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 | $10,234 | $106,543-90.4% | $91,220-88.8% | $134,475-92.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -28.62% | 160.60%-189.2pp | 114.01%-142.6pp | 417.96%-446.6pp |
| Employer contribution / active EE | $1,895 | $3,331-43.1% | $2,850-33.5% | $4,740-60.0% |
| Participant deferral / active EE | $6,383 | $4,719+35.3% | $4,234+50.8% | $6,400-0.3% |
| Admin fee / account holder | $26 | $6,231-99.6% | $5,420-99.5% | $11,426-99.8% |