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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $495,782 | $100,852+391.6% | $90,404+448.4% | $158,922+212.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -11.21% | 1724.20%-1735.4pp | 1293.02%-1304.2pp | 302.83%-314.0pp |
| Employer contribution / active EE | $2,696 | $3,689-26.9% | $3,262-17.4% | $4,761-43.4% |
| Participant deferral / active EE | $11,844 | $4,348+172.4% | $3,963+198.8% | $5,982+98.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |