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 | $1,602,819 | $175,202+814.8% | $149,673+970.9% | $139,434+1049.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -8.56% | 166.71%-175.3pp | 134.42%-143.0pp | 372.94%-381.5pp |
| Employer contribution / active EE | $43,850 | $5,474+701.0% | $4,818+810.2% | $4,751+823.0% |
| Participant deferral / active EE | $27,000 | $6,519+314.2% | $5,680+375.4% | $6,710+302.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |