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 | $14,585 | $92,703-84.3% | $82,719-82.4% | $134,475-89.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -44.64% | 944.92%-989.6pp | 701.18%-745.8pp | 417.96%-462.6pp |
| Employer contribution / active EE | $4,971 | $3,274+51.8% | $3,009+65.2% | $4,740+4.9% |
| Participant deferral / active EE | $8,184 | $4,802+70.4% | $4,395+86.2% | $6,400+27.9% |
| Admin fee / account holder | $36 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |