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 10-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 | $67,942 | $90,600-25.0% | $79,464-14.5% | $135,375-49.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -29.48% | 977.43%-1006.9pp | 718.14%-747.6pp | 519.73%-549.2pp |
| Employer contribution / active EE | $6,667 | $3,068+117.3% | $2,800+138.1% | $4,779+39.5% |
| Participant deferral / active EE | $16,000 | $4,050+295.0% | $3,704+332.0% | $5,609+185.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |