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 | $150,729 | $154,117-2.2% | $129,995+15.9% | $139,434+8.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | -7.44% | 32.48%-39.9pp | -137.18%+129.7pp | 372.94%-380.4pp |
| Employer contribution / active EE | $25,000 | $5,289+372.7% | $4,320+478.8% | $4,751+426.2% |
| Participant deferral / active EE | $7,738 | $6,710+15.3% | $5,820+32.9% | $6,710+15.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |