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 | $18,814 | $92,703-79.7% | $82,719-77.3% | $134,475-86.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -38.23% | 944.92%-983.2pp | 701.18%-739.4pp | 417.96%-456.2pp |
| Employer contribution / active EE | $1,920 | $3,274-41.4% | $3,009-36.2% | $4,740-59.5% |
| Participant deferral / active EE | $9,600 | $4,802+99.9% | $4,395+118.4% | $6,400+50.0% |
| Admin fee / account holder | $86 | $5,983-98.6% | $5,329-98.4% | $11,426-99.2% |