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 8-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 | $138,690 | $138,065+0.5% | $123,544+12.3% | $135,375+2.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.62% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $20,580 | $5,151+299.5% | $4,628+344.7% | $4,779+330.7% |
| Participant deferral / active EE | $16,812 | $6,799+147.3% | $6,426+161.6% | $5,609+199.7% |
| Admin fee / account holder | $18 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |