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 | $112,086 | $154,117-27.3% | $129,995-13.8% | $139,434-19.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -29.19% | 32.48%-61.7pp | -137.18%+108.0pp | 372.94%-402.1pp |
| Employer contribution / active EE | $27,500 | $5,289+419.9% | $4,320+536.6% | $4,751+478.9% |
| Participant deferral / active EE | $20,000 | $6,710+198.1% | $5,820+243.6% | $6,710+198.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |