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 | $23,217 | $95,862-75.8% | $79,550-70.8% | $134,475-82.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -379.38% | -2.69%-376.7pp | 0.16%-379.5pp | 417.96%-797.3pp |
| Employer contribution / active EE | $3,696 | $3,128+18.2% | $2,413+53.2% | $4,740-22.0% |
| Participant deferral / active EE | $22,150 | $4,693+372.0% | $3,985+455.8% | $6,400+246.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |