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 | $70,660 | $123,909-43.0% | $69,647+1.5% | $145,922-51.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | -13.53% | 190.55%-204.1pp | 100.48%-114.0pp | 561.29%-574.8pp |
| Employer contribution / active EE | $792 | $2,682-70.5% | $1,712-53.8% | $4,660-83.0% |
| Participant deferral / active EE | $3,685 | $4,236-13.0% | $2,886+27.7% | $6,688-44.9% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |